Barrons 9, December 2024

RETIREMENT QUARTERLY: HOW TO BEAT INFLATION • PAGE 16
VOL. CIV NO. 50 DECEMBER 9, 2024 $5.00
The Bull Case for Investing Abroad

Our International Roundtable panelists look past the global turmoil to spot bargains
outside the U.S. Twelve picks to diversify your portfolio. PAGE 24
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C O NT EN TS 12.09.24 VOL.CIV NO.50
RETIREMENT P. 13 P. 23
P. 16
Follow-Ups: Opioids
How to Inflation-Proof Try Gap On for Size and PBMs, A-CAP
a Retirement Portfolio A turnaround is on full display at all four of the retailer’s brands—Gap, Banana Republic, The targets of two recent Barron’s
Here are investments that can Athleta, and Old Navy. Buy the stock while it’s still a bargain. By TERESA RIVAS stories are under new scrutiny.
offset the drag of rising prices. By CATHERINE DUNN AND
By ELIZABETH O’BRIEN JACOB ADELMAN
P. 18 P. 33
Meet the Seniors Who Economy: What the
Just Won’t Quit Fed Has to Weigh Now
Many older Americans say they’re Jobs data make a rate cut likely.
happier to just keep working. Everything else is still uncertain.
By NEAL TEMPLIN By RANDALL W. FORSYTH
P. 21 P. 34
Stop Procrastinating Tech Trader: There’s

and Write Your Will No Easy Fix for Intel
If you don’t choose who gets your Wall Street is skeptical that a
assets when you die, the state will. change in leadership will help.
By DEBBIE CARLSON By ADAM LEVINE
P. 22 P. 36
A Little Bitcoin for Trader: What Could

Your Long-Term Plan Derail the Santa Rally
For sober-minded retirees, Bitcoin Make sure you’re well diversified.
could be a worthy side bet. By PAUL R. LA MONICA
By ELIZABETH O’BRIEN
P. 39
P. 24
International: South
Time to Expand Your Gap shares have risen of late, but they still haven’t reached their highs from 2014. Africa Catches Fire
Investing Horizons The case for a continued rally.
Cover Story: The four panelists By CRAIG MELLOW
on our International Roundtable
take a deep dive into the dynamics P. 40
shaping China and other markets. P. 7 P. 31
Striking Price: Playing
By RESHMA KAPADIA
Up & Down Wall Street: Funds: Finding the Bitcoin With Options
P. 14 Crypto’s Unshackling Best ‘Active’ ETFs Trump 2.0 changes the calculus.
A Bitcoin-friendly government Many active exchange-traded
MicroStrategy Has will have broad implications for funds are simply dressed-up
By STEVEN M. SEARS
Run a Bit Too Far the dollar, taxes, Treasuries, gold, indexers. Here’s how to find the Barron’s Roundtable
There’s a disconcertingly wide gap Cover illustration by federal regulation, and more. true stockpickers of the group.
between MicroStrategy’s market
Álvaro Bernis
By ANDY SERWER By LEWIS BRAHAM on Fox Business
value and the value of its Bitcoin. Watch our TV show Saturday and
By ANDREW BARY © 2024 Dow Jones & Company, P. 11 P. 32 Sunday at 9:30 a.m. and 10:30 a.m.
Inc. All Rights Reserved.
ET. This week, Ray Wang, CEO of
P. 62 Our newspapers are 100% sourced
Streetwise: This Year’s Income: Munis Under Constellation Research, talks about
from sustainable certified mills.
Turnaround Flops a Trump Presidency the future of crypto. Plus, failed
Let’s Not Return to BARRON’S (USPS 044-700) (ISSN
1077-8039) Published every
Intel takes the lead in the wrong- The president-elect campaigned on turnarounds at iconic companies.
Ultralow Interest Rates Monday. Editorial and Publication
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Headquarters: 1211 Avenue of
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way race for ugliest turnaround extending his 2017 tax cuts, which
Index P. 4 Winners & Losers P. 42
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December 9, 2024 BARRON’S 3
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4 BARRON’S December 9, 2024
I N D EX
Our index lists significant companies mentioned in stories and columns, For Customer Service, call 1 (800) 544-0422, or go to
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A Adobe . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Kohl’s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 MercadoLibre . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 N Nippon Steel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Advanced Micro Devices . . . . . . . . . . . . . . . . 11,41 Mercedes-Benz . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 NiSource . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Airbus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Microchip Technologies . . . . . . . . . . . . . . . . . . . . 34 Nissan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Alibaba Group Holding . . . . . . . . . . . . . . . . . . . . 27 L Lennar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Microsoft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,31 Nvidia . . . . . . . . . . . . . . . . . . . . . . . 11,14,16,31,38,41
Amazon.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,27 Lincoln Educational Services . . . . . . . . . . . . . . 41 MicroStrategy . . . . . . . . . . . . . . . . . . . . . . . . . 7,12,14
Ameren . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Mobile World Investment . . . . . . . . . . . . . . . . . . 29
American Airlines Group . . . . . . . . . . . . . . . . . . . 43 Mobileye . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 O Oracle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
AppLovin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 M MARA Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Mrs. Bectors Food Specialties . . . . . . . . . . . . . . 29 OTP Bank . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Atour Lifestyle Holdings . . . . . . . . . . . . . . . . . . . 27 Meituan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
AT&T . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
P Palantir Technologies . . . . . . . . . . . . . . . . . . . 12,41
Parsons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
B Bakkt Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 PBF Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
BlackRock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7,12 PDD Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
BMW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Porsche . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Boeing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,33 Poseida Therapeutics . . . . . . . . . . . . . . . . . . . . . . 41
Broadcom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Promotora y Operadora de Infraestructure . 29
BYD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Putnam Focused Large Cap Value . . . . . . . . . 31
Lachlan Murdoch, Executive Chairman, News Corp
Rupert Murdoch, Chairman Emeritus, News Corp
C CenterPoint Energy . . . . . . . . . . . . . . . . . . . . . . . 31 Robert Thomson, CEO, News Corp Almar Latour, CEO, Dow Jones R Riot Platforms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Champion Homes . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Robinhood Markets . . . . . . . . . . . . . . . . . . . . . . . . . 7
China Yangtze Power . . . . . . . . . . . . . . . . . . . . . . 28 EXECUTIVE VICE PRESIDENT AND GENERAL MANAGER Dan Shar Roche Holding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Cigna . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
CME Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 EDITOR IN CHIEF David Cho
Coinbase Global . . . . . . . . . . . . . . . . . . . . . . . 8,12,22 EXECUTIVE EDITOR Bob Rose SENIOR MANAGING EDITOR Lauren R. Rublin
S Samsung Electronics . . . . . . . . . . . . . . . . . . . . . . . 26
Comcast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Sea Ltd. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Core Scientific . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 DEPUTY EDITORS Alex Eule, Ben Levisohn Sherwin-Williams . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Costco Wholesale . . . . . . . . . . . . . . . . . . . . . . . 12,43 EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt SLM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Coupang . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 EDITOR AT LARGE Andy Serwer
SPDR S&P 500 Trust . . . . . . . . . . . . . . . . . . . . . . 16
CVS Health . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,23 SPDR S&P Homebuilders . . . . . . . . . . . . . . . . . 38
MANAGING EDITORS Matt Bemer, Daren Fonda, Amey Stone, Joe Woelfel SPDR S&P MidCap 400 Trust . . . . . . . . . . . . . 16
Sphere Entertainment . . . . . . . . . . . . . . . . . . . . . 43
ASSISTANT MANAGING EDITORS Henry Cutter, Mel Gray, Mary Romano,
D Defiance Daily Target 2X Long MSTR . . . . . 15 Spirit Airlines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Dimensional U.S. Core Equity 2 . . . . . . . . . . . 31 Robert Sabat, Rupert Steiner (London bureau chief) Stellantis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,12
Dollar Tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 ASSOCIATE EDITORS Andrew Bary, Randall W. Forsyth, Jack Hough, Reshma Kapadia, Al Root Super Micro Computer . . . . . . . . . . . . . . . . . . . . 41
Synopsys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
SENIOR WRITERS Bill Alpert, Nicholas Jasinski, Tae Kim, Paul R. La Monica, Megan Leonhardt, Adam Levine,
E Emaar Properties . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Joe Light, Elizabeth O’Brien, Teresa Rivas, Ian Salisbury, Avi Salzman, Laura Sanicola, Rebecca Ungarino
Equinix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 T Taiwan Semiconductor Manufacturing 11,26,34
Exelon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 REPORTERS Jacob Adelman, Janet H. Cho, Adam Clark, Emily Dattilo, Catherine Dunn, Sabrina Escobar, Target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Exxon Mobil . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 George Glover, Anita Hamilton, Callum Keown, Evie Liu, Shaina Mishkin, Josh Nathan-Kazis, Tesla . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,14,28
Angela Palumbo, Abby Schultz, Connor Smith, Jacob Sonenshine, Brian Swint, TJX Cos. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Mackenzie Tatananni, Karishma Vanjani, Andrew Welsch T-Mobile US . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
F Franklin Resources . . . . . . . . . . . . . . . . . . . . . . . . . 7 Toll Brothers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Frontier Communications . . . . . . . . . . . . . . . . . . 37 STORY EDITORS Ed Lin, Erin McCarthy, Liz Moyer, Patrick O’Donnell, Stacy Ozol, T-Rex 2X Long MSTR Daily Target . . . . . . . 15
Ross Snel, Neal Templin, J.J. Thompson T. Rowe Price Capital Appreciatn Equity . . 31
COPY DESK Michael J. Burlingham, Robert Teitelman
G Gap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Goldman Sachs Group . . . . . . . . . . . . . . . . . . . . . . . 8 IDEAS EDITOR Matt Peterson U UnitedHealth Group . . . . . . . . . . . . . . . . . . . . . . . 11
Great Wall Motor . . . . . . . . . . . . . . . . . . . . . . . . . . 26 UnitedHealth Group . . . . . . . . . . . . . . . . . . . . 12,23
DEPUTY DIGITAL MANAGING EDITOR Zoe Szathmary United States Steel . . . . . . . . . . . . . . . . . . . . . . . . 12
SENIOR AUDIO MANAGER Mette Lützhøft DIGITAL PRODUCERS Robert Cushing, Nick Devor, Clare McKeen Universal Technical Institute . . . . . . . . . . . . . . 41
H Hennessy Cornerstone Growth . . . . . . . . . . . . . 13
Hermes International . . . . . . . . . . . . . . . . . . . . . . 28 Chelsea Schiff
HEAD OF VISUALS
Home Depot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Lynne Carty, Shayanne Gal, Sue Ng
ART DIRECTORS V Valaris . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
DATA GRAPHICS EDITOR Molly Cook Escobar Vanguard Real Estate . . . . . . . . . . . . . . . . . . . . . 18
DIRECTOR OF PHOTOGRAPHY Sarina Finkelstein PHOTO EDITORS Alis Atwell, Nicole Silver Vanguard Short-Term Inflation-Protected
I Intel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,12,34 Securities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Interactive Brokers Group . . . . . . . . . . . . . . . . . 12 RESEARCHER Dan Lam Vanguard S&P Small-Cap 600 . . . . . . . . . . . . . . 16
iShares Bitcoin Trust . . . . . . . . . . . . . . . . . 15,22,40 Vanguard Total Stock Market . . . . . . . . . . . 16,31
STATISTICS MANAGER Michael T. Kokoszka STATISTICIAN Darren Chima
iShares Broad USD High Yield Corp. Bond 18 Verizon Communications . . . . . . . . . . . . . . . . . . . 37
iShares Core US Aggregate Bond . . . . . . . . . 16 ADVERTISING SERVICES MANAGER James H. Balmer Volkswagen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
iShares MSCI South Africa . . . . . . . . . . . . . . . . 39 NEWS [email protected] STATISTICS [email protected] CUSTOMER SERVICE 800-544-0422
iShares National Muni Bond . . . . . . . . . . . . . . . 32
iShares Preferred and Income Securities . . . 18 GLOBAL HEAD, WEALTH & ASSET MANAGEMENT Jack Otter W Walmart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
iShares U.S. Home Construction . . . . . . . . . . . 38
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UP & DOWN WALL STREET

The underrecognized consequences of crypto
are so far-reaching that my mind fairly reels.
This is true for digital and traditional investors.
Crypto Summer Is
toward the Charlie-Munger-crypto- over 55%. That’s up 124% year to date
is-“rat-poison” school. I wouldn’t be and 1,720% over the past five years.
surprised if the next crypto run-up (NB: Bitcoin also fell over 71% from
flames out hotter than the Hindenburg September 2021 to November 2022.)
Coming. Will Anything

at some point. What I’m saying is this Indirect investment in these coins
next leg up could well be under way, through traditional investments is rela-
and that point is underappreciated. tively small, but also rising. J.P. Morgan
First, pay attention to what Trump reported record inflows recently to Bit-
Ever Be the Same?

has said. “The rules will be written by coin and Ether exchange-traded funds,
people who love your industry, not hate with total assets now at $150 billion and
your industry,” he told the year’s big- $11 billion, respectively. Offerings come
gest crypto conference in July. Accord- from old-school names like Black-
ing to The Wall Street Journal, Trump Rock, Fidelity, Franklin Resources,
said he would create a “strategic na- Invesco, and Van Eyck—as well as
W
tional Bitcoin stockpile,” appoint a newer ones like Grayscale and Bitwise.
hat would precipitously. Call what we may be crypto presidential advisory council, Crypto options are mushrooming,
happen if about to experience, crypto summer. and fire crypto-cautious Securities and too. Robinhood Markets, whose
crypto- The underrecognized consequences Exchange Commission Chair Gary stock is up 213% year to date in part
currency— are so far-reaching and potentially Gensler. Mission accomplished on the because of optimism over crypto trad-
Bitcoin and impactful that my little mind fairly last point, as Gensler tendered his res- ing, reported in November that crypto
its lesser reels. This is true not only for inves- ignation effective on Jan. 20. Tabbed notional trading volumes were over
cousins— tors in digital currencies, crypto this week to replace him is crypto- $30 billion, up more than 400% from
were freed of onerous regulation BY ANDY exchange-traded funds, and esoteri- friendly, former SEC Commissioner October. “It’s still very early in the
and let loose upon the land? SERWER cisms like Saylor’s phantasmagorical Paul Atkins, who sits on the board of technology-adoption curve of crypto,”
Hang on to your wallet, folks, company, but also for traditional in- a major crypto trade association and Robinhood CEO Vlad Tenev tells me.
because we may be about to find out. vestors who may see money flowing about whom the president-elect wrote, “Crypto is going to underlie many
Since Donald Trump was elected into crypto at the expense of tradi- “[Atkins] recognizes that digital assets traditional financial assets that people
president last month, the price of tional securities and may be left won- & other innovations are crucial to Mak- currently invest in. The costs are
Bitcoin has smashed through the dering whether to take a flier into the ing America Greater than Ever Before.” lower, and the customer experience
$100,000 barrier—hitting a record digital asset void. But the unshackling Atkins’ presumed digital-asset pur- is dramatically better.”
high of $103,259 on Wednesday of crypto has even wider implications view is growing. According to Trading- There are also 14 U.S.-listed
evening, a nearly 50% gain since Nov. for the dollar, taxes, federal regulation, View, the market cap of the crypto Bitcoin-mining companies, such as
5—in large part because of the presi- Treasury bonds, gold, and more. ecosystem—the total value of the top MARA Holdings, Core Scientific,
dent-elect’s perceived cryptophilia. I’m not suggesting that any of this is 125 coins—now stands at $3.6 trillion, and Riot Platforms, which have an
That’s notable enough on its own, but necessarily a good thing. In fact, I lean some $2 trillion of which is Bitcoin, just aggregate market cap of $36.2 billion,
I think this is just the beginning of up 52% in November. In the crypto
a broader, more momentous trend. winter of 2022-23, they were worth
Bitcoin has surged
The bigger point is that we are nearly 50% since
less than $5 billion.
about to be governed by the nation’s the election of Don- Let’s now delve into the Trump ad-
first unabashedly pro-crypto admin- ald Trump last ministration’s, including el jefe’s himself,
month. Left, an
istration. Instead of being stymied by image at a Coinhero ties to crypto. Recall that Trump’s bro-
the federal government, the crypto store in Hong Kong. mance with the Silicon Valley libertar-
cosmos will soon be enabled—nay, ian set—highlighted by his relationship
driven—by Trump and his team, with crypto-friendly, self-proclaimed
whose connections to and predilec- “first buddy,” Elon Musk—has been
tions for crypto are strong and deep. largely predicated on the president-
“You’ve got a promise from the elect’s turnabout on crypto. Trump had
Trump administration to end the war been a cryptophobe, but that changed
on crypto, to make Bitcoin great,” says when he began selling NFT trading
Michael Saylor, crypto-evangelist and cards in 2022, which he continues to
chairman of crypto holding company do: “They call me the crypto Presi-
MicroStrategy. “It’s a pretty big flip dent…” And, of course, Musk’s plan to
Paul Yeung/Bloomberg
to go from digital assets having no slash government spending is named

path forward other than litigation, DOGE, after an Elon favorite, Dogecoin,
to having a path.” once a satirical meme coin that now
No doubt you’ve heard of crypto sports a $60 billion market value.
winters, dark periods such as 2019-20 Trump has also owned crypto,
and 2022-23, when Bitcoin prices fell including at least $1 million in Ether,
Up & Down Wall Street (continued)
Bloomberg reports. More exposure proba- When it comes to gold, State Street
bly comes from his business interests, Global Advisors’ George Milling-Stanley
such as Trump Media & Technology Group, says that Bitcoin (which for the first time is
“History shows that it doesn’t pay to try owner of the social-media platform Truth worth more than a kilo of gold, now valued
Social, which filed an application last at $87,000) is crowding out demand for the
to time the stock market. However, there month to create a crypto payment service yellow metal. Cumulative flows into Bitcoin
called TruthFi. The Financial Times re- funds have outpaced flows into gold ETFs
are times when risk levels increase to a ported that Trump Media was interested in for the first time since 2019. Crypto bulls
buying Bakkt Holdings, a crypto services like to point out that the total value of all
point where it is wise to have a safety firm. Bakkt’s former CEO is Kelly Loeffler, the gold in the world is some $20 trillion,
a onetime U.S. senator from Georgia picked dwarfing the value of cryptocurrencies.
net, such as dividends.” by Trump to head the Small Business Asso- As for the art market, my colleague
ciation, and the wife of Jeffrey Sprecher, Randall W. Forsyth recently noted that a
CEO of Intercontinental Exchange, which “so-called artwork consisting of a banana
Jim Cullen owns the New York Stock Exchange. affixed to the wall with a piece of silver duct
Another play is World Liberty Financial, tape sold this past week for $6.2 million. The
Chairman
a crypto exchange rolled out by Trump and buyer, appropriately enough, was a crypto-
CEO
his sons Don Jr., Eric, and Baron last sum- currency operator.” Turns out said buyer
mer. It’s unclear exactly what this company was Justin Sun, who later ate said banana
hopes to do—sell cryptocurrency for one and who’s under investigation by the SEC on
thing. Its website says, “We’re leading a charges of fraud and market manipulation;
Schafer Cullen has become synonymous financial revolution by dismantling the he disputes the charges and is seeking to
stranglehold of traditional financial insti- dismiss them. It also turns out that Sun re-
with offering trusted Value solutions to tutions and putting the power back where cently disclosed that he invested $30 million
it belongs: in your hands. Be DeFiant.” in—wait for it—World Liberty Financial.
meet our clients’ needs. Don’t forget, too, that members of Companies are gearing up for this new
Trump’s prospective cabinet—Tulsi Gab- world. “The anticipation of a more crypto-

bard, Pete Hegseth, Robert F. Kennedy Jr., friendly environment under a Trump ad-
High Dividend Equity and Vice President-elect J.D. Vance—have ministration is driving a surge in crypto
all acknowledged owning cryptocurrency. business initiatives,” J.P. Morgan analyst
Enhanced Equity Income Then there’s Howard Lutnick and Tether. Ken Worthington told clients this past
The WSJ reported late last month that the week. Examples: Goldman Sachs is look-
Value Equity presumptive Commerce secretary’s firm, ing to spin out its digital asset platform, and
Cantor Fitzgerald—he’s CEO—has close ties BlackRock wants to expand its tokenized
Small Cap Value with the operator of this stablecoin, holding money-market fund. (BlackRock also had
$130 billion of Tether’s Treasury bonds. The a recent humdinger rollout of options on its
WSJ previously reported that Tether was Bitcoin ETF, with nearly $1.9 billion in no-
International High Dividend being investigated for possible violations tional value traded on its first day.) Micro-
of sanctions and money-laundering rules. soft is working on a digital currency proj-
Emerging Markets High Dividend Now let’s take a look at how this newly ect in Brazil, while El Salvador raised $30
empowered crypto world could affect the million with the first issue of U.S. Treasury-
Water Impact economy, starting with taxes. Some cryptol- bill-backed tokens known as USTBL.
ogists suggest that Trump will eliminate As of mid-October, the SEC had brought
capital-gains taxes on cryptocurrencies 233 cryptocurrency enforcement actions
issued by U.S.-registered companies. If that since 2013, the great majority over the past
www.cullenfunds.com happens, would it draw investors from four years. Don’t be surprised if that activ-
stocks? Perhaps. And Trump’s tariffs could ity, as well as ongoing litigation against
212.644.1800 lead to countries seeking dollar alternatives Coinbase Global, the U.S.’s largest crypto
including crypto, said Saxo Bank strategist exchange, and a still simmering lawsuit
[email protected] John Hardy in a note this past week. Poten- against Ripple, are soon gone with the
tial market impact? “The crypto market wind. Note that COIN is up 62% since Nov.
quadruples,” he wrote. 5, while a Ripple ETF has climbed 179%.
Cullen Capital Management, LLC. (CCM) is an independent investment advisor As for the reasoning behind a strategic After sorting through all of this, you
registered under the Investment Advisers Act of 1940 and is doing business as Bitcoin reserve, perhaps it resembles what see why I think that even as we head into
Schafer Cullen Capital Management, Inc. (SCCM). The Cullen Funds Trust (CFT), Wyoming Republican Sen. Cynthia Lummis winter, crypto summer is coming. Will
SCCM and CCM are affiliates. This information should not be used as the primary has proposed in her Bitcoin Act, under investors get burned? Certainly some will.
basis for any investment decision nor should it be considered as advice to meet which the U.S. would buy up some 5% of the Indeed, how could they not? It reminds me
your particular investment needs. of the line from a song Jeff Bridges sang in
world’s supply of the cryptocurrency. That,
Investing involves risks, including loss of principal and may not suitable for all she told CNBC, would “help shore up the the movie Crazy Heart: “Funny how fallin’
investors. U.S. dollar as the world reserve currency feels like flyin’…for a little while.” B
and act as a reserve that could be used to
reduce the national debt significantly.” email: [email protected]
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ST R E E T W I S E
Intel’s problems seem to lock into each other. Intel
designs and manufactures chips, which, it turns
out, are two totally different, and expensive, jobs.
Intel, Boeing, and of over $275 billion to a recent $105

billion during the biggest moneymak-
ing opportunity in semiconductor
earnings forecast.
Boeing came to a deal with its
workers last month, ending a strike.
Others in 2024’s
history. Now all that’s left is to fix pretty much
Other than that, things are fine. everything else. Fatal crashes
Except that Intel remains highly ex- grounded a key model, cut produc-
posed to PCs, where the industry out- tion, and led to years of cash burn.
Wrong-Way Race
look is “grim,” according to a Monday Mechanical mishaps this year have
note from BofA Securities, and where restarted that process. The company
machines might increasingly run on installed a new CEO this past sum-
smartphone-type chips, a market that mer, and has recently issued large
Intel left years ago. But we have to amounts of stock to raise money.
turn now to the runners-up. That Boeing doesn’t appear higher
Stellantis is a Netherlands-based on this list is owed to two things.
I
mash-up of France’s Peugeot and Ital- There is no alternative to jumbo jets
ntel might have just taken the has taken Intel from generating $38 ian-American Fiat Chrysler that, until for mass travel over long distances.
lead. Not in chipmaking tech- billion in free cash over the two years recently, was run by Portuguese exec- And the market is controlled by Boe-
nology—there, it appears as ended 2020 to likely burning close to utive Carlos Tavares, best known for ing and Europe’s Airbus, which is so
far behind as ever. With the $25 billion between last year and this helping to turn around Japan’s Nis- stretched that it’s booking orders a
sudden departure this week of year. It isn’t clear that Intel’s rivals in san. Tavares slashed costs and led the decade out. China’s Comac makes
CEO Pat Gelsinger, and shares chip design will be comfortable de- company to record sales and profits jumbo jets mostly for its home mar-
down 52% year to date, the pending on it for their manufacturing. just last year. Suddenly, both mea- ket. Brazil’s Embraer makes narrow-
company is an early favorite for Ugli- By JACK Intel itself still uses Taiwan Semi for sures are plummeting. Amid pan- body jets for regional flights. That
est Turnaround Attempt of 2024. But HOUGH its latest designs. And if Intel is on demic shortages, Stellantis focused on makes Boeing’s turnaround seem
Stellantis, down 47%, is a close sec- track to catch up with AMD on de- high-price vehicles. Some Jeep Grand both far off and inevitable. Among
ond, with its own surprise CEO exit sign, why would Gelsinger leave be- Wagoneer SUV models even pushed analysts covering the stock, 53% say
this week. Don’t count out Boeing, fore the victory party? above $100,000, otherwise known as to buy it, versus 40% for Stellantis
down 39%, or CVS, down 25%, which The next CEO can’t just split off two loaded Honda Pilots. Vehicles are and just 11% for Intel.
both changed chief executives earlier Intel’s manufacturing business to no longer in short supply. Elevated On that scale, CVS looks downright
this year. stem losses, because the company was interest rates and the soaring cost of popular, at 66% buys. I compared the
I’m only considering companies recently awarded nearly $8 billion by car insurance have sapped buying company unflatteringly with United-
with iconic brands and still-substan- the U.S. government to build up do- power. Now Stellantis’ dealers in Health Group in October, and some
tial stock market values that haven’t mestic chip production. Meanwhile, North America, a key profit center, readers wondered why I hadn’t in-
sought bankruptcy protection, and Intel, which two decades ago turned complain of inventory they can’t sell. stead chosen another drugstore chain.
whose customers don’t wear five days down an opportunity to buy a video- What the market needs now is It’s because the more important part
worth of clothing to save $55 on bag- game chip maker called Nvidia for cheaper vehicles. What Stellantis has of CVS is Aetna, a rival in health plans
gage fees—sorry, Spirit Airlines. $20 billion, has watched that com- in the pipeline, however, is a parade to UnitedHealth. Also, CVS' ambition
What makes Intel the front-runner pany top $3 trillion in market value, of electric vehicles with premium for years has been to lure patients to
in this wrong-way race is how its because the highly parallel processing prices. Tax incentives for EVs could its in-store clinics for care, which
problems seem to lock each other into that’s used to draw game pixels turns fade under the incoming Trump ad- would put it up against UnitedHealth’s
place. Intel designs and manufactures out to be just the thing for artificial ministration. Anyhow, sales trends network of doctor practices.
chips—two totally different jobs, it intelligence. Intel’s own AI chips are suggest that customers would prefer But CVS' clinic push has stalled. It
turns out. It’s losing market share in barely selling, so its stock market hybrids for now. Stellantis shares has been buying more traditional med-
servers and personal computers, value has collapsed from a 2020 peak trade at four times a depressed 2024 ical practices, but it remains tiny there
where it once dominated, to the com- relative to UnitedHealth. Drugstore
bination of Advanced Micro De- trends are dismal. But a rebound in
vices, which designs chips without Aetna margins appears likely, with the
the burden of manufacturing them, BARRONS.COM/PODCASTS Trump administration expected to be
and Taiwan Semiconductor Manu- better for its Medicare Advantage prof-
facturing, whose vast scale gives it
unmatched ability to fabricate leading-
edge designs.
Barron’s Streetwise its than the Biden one, according to
Morgan Stanley. CVS appointed a new
CEO in October. Its free cash genera-
Intel’s plan to fix this has been to In a weekly podcast by Barron’s, columnist Jack Hough looks tion has been cut by more than half,
build new factories to take on Taiwan at the companies, people, and trends you should be watching. but it remains solidly positive, with
Semi in contract chip fabrication, This is Wall Street like you’ve never heard before. Subscribe close to $6 billion projected this year.
while racing through its own new chip to Barron’s Streetwise on Spotify, Apple Podcasts, Shares go for 11 times earnings. B
designs to recapture the lead from or your favorite listening app.
AMD. There are problems: The cost email: [email protected]
R E VIEW & PREV IEW 44,642.52 656.85

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Dow Industrials: - 268.13 Dow Global Index: + 7.80
LAST WEEK TH IS WEEK
Markets: South Korea underwent six Monday 12/9

hours of martial law before the Na-
tional Assembly overturned it and be- A quartet of megacap companies
gan steps to impeach President Yoon report results on a light week for
Suk Yeol. The French government led the earnings calendar. Oracle an-
by Michael Barnier fell in a no-confi- nounces quarterly results after the
dence vote. Bitcoin topped $100,000 closing bell on Monday, and Adobe
as President-elect Trump tapped pro- does the same on Wednesday. Broad-
crypto Paul Atkins to run the Securi- com and Costco Wholesale release
ties and Exchange Commission. Jobs earnings on Thursday.
snapped back to 227,000 in November.
On the week, the Dow industrials fell
0.6%, the S&P 500 rose 1%, and the Wednesday 12/11
Nasdaq Composite was up 3.3%.
The Bureau of Labor Statistics
Companies: The U.S. slapped new releases the consumer price index for
export controls on chips to China, November. Economists forecast a 2.7%
which then banned exports of rare year-over-year increase for the CPI,
Nasdaq 100:
Contenders metals to the U.S. Volkswagen work- one-tenth of a percentage point more
Here are 10 largest Nasdaq-listed ers walked out in Germany. Carlos than in October. The core CPI, which
companies not in the Nasdaq 100. Tavares, CEO of struggling Stellantis, strips out volatile food and energy
quit. Intel said CEO Pat Gelsinger is prices, is expected to rise 3.3%, which
The Remake
Market Cap on Nov. 29 in Billions
retiring after four years and will leave would match the October figure. The
$0 $100 $200
Palantir Technologies the board. A Delaware judge rejected annual change in the CPI has been
/PLTR Tesla’s attempt to restore Elon Musk’s less than 3% for four consecutive
MicroStrategy/MSTR
$56 billion pay, despite a new share- months, but getting to the Federal
Palantir Technologies leads a half dozen compa- Equinix/EQIX holder vote. An appeals court upheld Reserve’s 2% target has proved to be
nies, including MicroStrategy, Equinix, CME CME Group/CME a U.S. TikTok ban. Brian Thompson, a sticky proposition.
Group, Interactive Brokers, and Coinbase Interactive Brokers/IBKR CEO of UnitedHealth’s insurance
Global, that could be added to the $26 trillion Nas- Coinbase Global/COIN arm, was shot in Manhattan in what
daq 100 index at its annual “reconstitution.” The Axon Energy/AXON police called a “targeted killing.” The Thursday 12/12
reconstitution ranks Nasdaq-listed companies’ mar- Nasdaq/NDAQ suspect remained at large.
ket value on the last trading day of November—Nov. DraftKings/DKNG The European Central Bank an-
29 this year—and announces changes on Decem- Deals: Trump reiterated his opposi- nounces its monetary-policy decision.
Arch Capital/ACGL
ber’s second Friday, Dec. 13. tion to Nippon Steel buying United The ECB is widely expected to cut
Palantir moved to the Nasdaq from the New Source: FactSet States Steel…BlackRock agreed to its key short-term interest rate by a
York Stock Exchange on Nov. 26, citing its poten- buy private-credit manager HPS for quarter of a percentage point, to 3%.
tial for inclusion in the Nasdaq 100. The company some $12 billion, all in stock. With the recent collapse of the French
was valued at $152 billion on Nov. 29. While ex- Endangered government due to a no-confidence
change-traded funds and index products based on These 10 stocks are in the Nasdaq Milestone: Art Cashin, UBS’ director vote, economists forecast up to five
the Nasdaq 100 are nowhere near as large as those 100, but at the bottom 10 in terms of of NYSE floor operations and a long- quarter-point rate cuts in 2025, to
based on the S&P 500, they are significant. Com- market cap. time CNBC market commentator and prop up what was an already strug-
panies added to the Nasdaq 100 can rally as index- raconteur, died at 83. gling euro-zone economy.
Market Cap on Nov. 29 in Billions
ers and ETF managers buy the stocks. $0 $20 $40
Unlike the S&P 500, which makes changes based Moderna/MRNA
on criteria like market value, profitability, and in- Super Micro Computer/SMCI
dustry group, the Nasdaq 100 tends to be based on THE NUMBERS
Illumina/ILMN
market value. Nasdaq 100 companies with the low- Biogen/BIIB
est market values are vulnerable to deletion. These
companies (see chart) range from $16.6 billion to
CDW/CDW 3.7 M 51% 38.4% 544 K
Illustration by Elias Stein

MongoDB/MDB
$23.8 billion in market value, less than 0.1% of the GlobalFoundries/GFS
Births in the 27 Share of workers China’s 2023 mar- Number of million-
index’s value. Last December, the Nasdaq 100 states of the Euro- in November who ket share in global aire 401(k)s at
Warner Bros. Discovery/WBD
added seven companies and dropped seven. pean Union in said they are car production, up Fidelity in the third
ON Semiconductor/ON
Changes can also occur at other times. AppLo- 2023, the largest watching for or from 1.4% in 1998. quarter, a record.
DexCom/DXCM
vin, the largest Nasdaq stock not in the index, re- annual decline at seeking a new job, Former No. 1 Average balances
placed Dollar Tree in November. — Andrew Bary Source: FactSet 5.5% on record. highest since 2015. Japan is at 11.4%. hit a high, too.
Gap Is Back in Fashion. It’s

Time to Buy the Stock.
The retailer has struggled for years now, and many of its solutions have
misfired. But a new CEO now has all four brands showing improvements.
BY TERESA RIVAS Funds portfolio manager Josh Wein,
K
whose fund owns Gap stock.
hakis are making a come- Gap’s potential was on display
back—and so is Gap when the company reported fiscal-
stock. third-quarter results on Nov. 21. Earn-
Gap has felt out of fash- ings were better than expected; its
ion for a while now. It’s a outlook topped analyst forecasts, and
mall-based retailer in a Gap notched its fourth consecutive
world dominated by e- quarter of sales increases as all its
commerce where tastes change faster brands gained market share.
than ever—causing its four brands to The shares rose 13%—but they’re
flounder. The rise of work-from-home still cheap. With analysts raising earn-
hit Banana Republic, which specializes ings estimates, they trade for 12.1 times
in business wear, while its activewear 12-month forward earnings, below
brand Athleta still accounts for less their March 2024 peak of 20.2 times.
than 10% of the parent’s annual sales, Earnings are set to grow by 6%. That
despite playing in one of the fastest- combination of growth, valuation, and Da’Vine Joy Randolph,
growing clothing niches. stock-price momentum earned Gap left, in a denim Met Gala
gown designed by Zac
Worse still, the Gap’s attempt to stock a place in the Hennessy Cor- Posen, right, Gap’s new
restore its cachet through a much- nerstone Growth fund and could be a creative officer.
hyped collaboration with Kanye West sign “people are starting to notice the
flamed out with the latter’s reputation. small but meaningful turnaround in its
Even Old Navy, once the only reason fundamentals,” says Wein.
to own the stock, has stumbled. In all, All four brands have shown signs of and 2026 as the Gap increases mar- That’s where Zac Posen comes in. He
Gap shares returned 3.6% annualized, improvement. Old Navy, which targets keting on TikTok and offers more new has dressed supermodels and stars
including reinvested dividends, over more-price-sensitive shoppers and products to encourage shoppers to from Naomi Campbell to Naomi Watts,
the past 20 years, versus the S&P makes up 56% of Gap’s revenue, grew buy more often. Banana Republic, but has a history of retail collabora-
500’s 11% return, and they have never same-store sales at a 2.5% clip over the which accounts for 13% of sales, is still tions, including with Target.
retaken highs from 2014—the last year past 12 months, and the Gap is likely to struggling—same-store sales dropped Gap is targeting operating margins
before Amazon.com anxiety beset all get a boost from activewear, says J.P. 1% over the past 12 months—but the of 8% to 10%, up from 4.2%, says Boss.
of bricks-and-mortar retail. Morgan analyst Matthew Boss. company has seen strength in mens- The company is also using its free cash
Now, Gap is making a comeback, Athleta, a maker of athleisure and wear as it seeks to get pricing and fit flow to pay off some $2 billion in long-
and for the stock to work it doesn’t sportswear, should be able to grow right in womenswear, Boss writes. term debt since 2021, leaving it with
need to take over Madison Avenue and same-store sales by 6% in fiscal 2025 Then there’s Gap. The brand makes $1.5 billion in debt and $2.2 billion in
the red carpet as it did when it was a up just under a quarter of total revenue cash at the end of the third quarter.
powerhouse in the ’90s. Under CEO but is important for the optics of the As a result, research firm Kailash
Richard Dickson, who took the helm in Gap company. Gap increased same-store Concepts flagged Gap as both a
August 2023, its four brands are all Clothing Retailer sales by 3.3% on average over the past “growth at a reasonable price,” or
making headway, while the company (GAP / NYSE) Recent Price four quarters by doing a better job of GARP, name and an attractive debt-re-
has benefited from problems of rivals $40 $25.29 being on trend, reaching the right cus- duction story. “Firms that focus on
like Kohl’s to take market share. 30 tomers, and using partnerships with paying down debt often signal their
What’s more, Gap is becoming YTD Change fashion houses like Dôen and Cult Gaia confidence in core operating assets,
more profitable while paying down 20 21% to increase “relevance,” Boss says. avoiding riskier paths to growth while
debt. The company even hired Ameri- 10 Market Value He sees more upside for same-store creating shareholder value,” says co-
can fashion designer Zac Posen to lead sales, upgrading the stock to Over- founder Jim Rocchio. “Ranked in the
design and merchandising as chief
0 $9.5 B weight from Neutral and raising his top 3% of [small- and mid-cap compa-
creative officer, a wild card that could price target to $30, up about 15% from nies] for long-term expected earnings
Courtesy GAP
2026E P/E
make their clothing trendy again. 2020 '21 '22 '23 '24 11.8 Friday’s close of $26. growth, Gap offers an attractive growth
“When the bar is so low, it’s easy to Note: E=estimate. Estimates for fiscal year ending January 2026. Gap has made missteps before in profile that appears underappreciated.”
jump well above it,” says Hennessy Sources: Bloomberg, FactSet terms of fashion cycle and strategy. Just like that pair of khakis.
14 BARRON’S December 9, 2024 December 9, 2024 BARRON’S 15
begins to reverse. Investors effectively ergized Bitcoin, given his crypto- below 50 cents on the dollar. sizable holdings.” He has a Buy rating Mind the Gap
are paying nearly $240,000 for each friendly views. Trump’s move to name Saylor also talks about the value and a $650 price target on the stock The difference between the value of MicroStrategy stock and its Bitcoin holdings has been growing.
of the company’s 402,100 Bitcoins, Paul Atkins, who is also positive on creation from buying Bitcoin using and values the Treasury operations in
Value of MicroStrategy's Bitcoin Holdings Market Value of MSTR
well above the market price. crypto, as the new chair of the Securi- stock and bond sales, which he calls his model at over $100 billion.
Another risk is that MicroStrategy ties and Exchange Commission helped Treasury operations. Issuing lots of Accelerate’s Klymochko thinks ana- $100 billion
fails to keep pace with any further push Bitcoin above $100,000 for the stock is the right approach if investors lysts and investors are going to extremes
gains in Bitcoin if the premium con- first time this past week. buy your shares at a large premium to to justify the MicroStrategy valuation,
tracts. Already, the stock has dropped MicroStrategy has flipped the the value of your assets. The company calling it “mental jujitsu to justify buying 80
25% from its Nov. 21 peak of $543 as script on the typical corporate policy offers its equity through what’s known the shares at such an inflated price and
the premium leaks out of the stock on stock issuance: Don’t do it unless as at-the-market sales directly to inves- in such a convoluted way through a 60
even as Bitcoin hits record highs. necessary to avoid diluting existing tors through a nine-member under- holding company that is basically a
With institutional ownership of the shareholders. The company has been writing group. According to closed-end fund.” Closed-end funds
stock low, aside from index funds and on an equity issuance binge since the Bloomberg, MicroStrategy has analyst raise money by issuing shares and using 40
other, cheaper options like exchange- end of October, when it unveiled a coverage from eight firms, all members the proceeds to buy financial assets, and
traded funds available for those who plan to issue $21 billion of stock and of that group, and all eight have Buy usually trade at a discount to their net 20
want access to the cryptocurrency, the $21 billion of bonds through 2027 and ratings or the equivalent. So far, ana- asset value, not a premium.
success of the company’s strategy use the proceeds to purchase Bitcoin. lysts have been right in their optimism. Adding to the risk is the presence of
hinges on its ability to find buyers for MicroStrategy has sold about $10.5 0
Benchmark analyst Mark Palmer two leveraged exchange-traded funds
its stock at a large premium to its Bit- billion of equity and issued a $3 billion recently wrote in a client note that on MicroStrategy with more than $4 March June Sept. Dec. March June Sept. Dec. March June Sept. Dec.
coin holdings. convertible bond, putting it on pace to 2022 '22 '22 '22 '23 '23 '23 '23 '24 '24 '24 '24
“detractors” have questioned whether billion in total assets. They are the De-
“Michael Saylor has used his evan- achieve that goal as early as next year. the stock should trade at a premium to fiance Daily Target 2X Long MSTR Sources: company reports, Bloomberg
gelical qualities to get a cult following MicroStrategy has raised its Bitcoin the value of its Bitcoin holding, “much (ticker: MSTX) and T-Rex 2X Long
that will buy the stock at two to three holdings by 60% since Sept. 30, less almost three times premium” that MSTR Daily Target (MSTU). If Mi-
times the value of its Bitcoin hold- which has lifted its average cost to they then commanded. His response: croStrategy stock drops and investors than a business with recurring earn- low-fee ETFs like the $50 billion
ings,” says Julian Klymochko, the CEO $58,000 from $39,000, as it buys at Such a critique gives “short shrift” to pull out of these ETFs, they would ings. The company could be added to iShares Bitcoin Trust, which has an
of Accelerate, a Canadian investment higher levels. Investor Jim Chanos the shareholder value that the com- have to unwind their holdings. the Nasdaq 100 index at the coming annual fee of 0.25%.
MicroStrategy’s Hot Stock

firm. “True Bitcoin believers own the pointed out on X that the company pany “is creating through its treasury It also seems unlikely that Mi- annual reconstitution that will be an- MicroStrategy is a cult stock with a
digital asset and self-custody it.” bought only a small amount of Bitcoin operations, i.e., its repeated tapping of croStrategy will be added to the S&P nounced on Dec. 13. nearly $100 billion valuation sup-
MicroStrategy wasn’t always a in 2022 when the price was low— the capital markets to raise proceeds 500, despite its large size, because it’s Given these dangers, investors who ported by about $40 billion in assets.
crypto depository. The company was fewer than 9,000 Bitcoins—and a lot to fuel the addition of Bitcoin to its essentially a Bitcoin repository rather are partial to Bitcoin should consider That may not end well for investors. B
Is Looking Vulnerable
selling business analytics software. But now with prices at record levels.
in 2020, Saylor started buying Bitcoin. Saylor addressed this in a recent
His view is that Bitcoin is the best com- Barron’s interview: “Conventional wis-
NLR
modity with capped issuance at 21 mil- dom is, when you announce a $21 bil-
lion and nearly all of that amount, lion equity raise, people are worried
about 20 million, now outstanding. that the market will think you’re going
That means only 5% more will be to dilute them, but in fact, our plan is
The world’s largest corporate holder of Bitcoin has seen its stock soar
mined. Saylor believes that Bitcoin is to accrete them.”

some 500% this year. The run could end if Bitcoin’s gains start to reverse. going much higher. He sees 50% an- MicroStrategy has come up with a
nual returns for the cryptocurrency. measure of the value accretion from
The huge premium for the stock is this approach called Bitcoin “yield.” It
a 2024 phenomenon. From 2022 isn’t a yield in the conventional sense
BY ANDREW BARY at the heart of the debate about the through the end of 2023, MicroStrat- but seeks to measure the change in
VanEck Uranium and Nuclear ETF
M
company, which has sold stock and egy mostly traded at parity to the the amount of Bitcoin per share held
ichael Saylor turned a convertible bonds to fund its purchases. value of its Bitcoin and started this by the company. That “yield” has been
wild idea into a $90 Saylor calls MicroStrategy a “Bit- year at a premium of roughly 30%. over 60% as Bitcoin per 1,000 shares
billion company. With
Bitcoin now above
$100,000, that idea
coin treasury company.” In a recent
CNBC interview, he elaborated: “Our
job is to bridge the traditional capital
Donald Trump’s presidential win en- has gone to 1.5 from 0.9 this year.
The company also highlights as a
positive the high volatility of its stock,
Powering AI and
could soon be tested. markets that want bonds, or equity, or MicroStrategy with Saylor saying MicroStrategy is
Over the past four
years, the chairman and controlling
shareholder of MicroStrategy took a
options, and plug that into the crypto
economy and use Bitcoin as a vehicle
to do that.”
(MSTR / Nasdaq)
$500
about 10 times as volatile as the S&P
500 index. That volatility has al-
lowed the company to supplement its
Your Portfolio
smallish business software company He has been very convincing. Mi- equity sales with issuance of convert-
and turned it into the world’s largest croStrategy has gained a huge retail
400
ible debt at attractive prices, since Access the entire nuclear energy value chain: uranium
Illustration by Barron’s; Dreamstime (2)

corporate Bitcoin holder, with 2% of following, which has contributed to bond buyers like volatile stocks. The
the Bitcoins outstanding—a stake now the 500% gain this year in its stock to
300
latest deal carried an interest rate of
miners, utilities, reactor technology developers and more.
worth more than $40 billion. $395. Trading lately has been heavy in 200
zero and a high conversion price of
The company’s market value is both the stock and options, with op- $672, a 55% premium to the market
almost 2½ times that of the company’s tions volume at times rivaling that of price at the time. vaneck.com
100
Bitcoins, adjusted for $7 billion of debt Nvidia and Tesla. Adding debt carries risk, which
and a software business that could be The premium, however, looks too was the case in 2022 when Bitcoin Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com to read and consider
0
worth about $1 billion. The gap be- high, and the stock is vulnerable to a traded below $20,000, and investors the prospectus, containing the investment objective, risks, and fees of the fund, carefully before investing.
tween MicroStrategy’s market value pullback, especially if the postelection 2022 '23 '24 worried about MicroStrategy’s ability Van Eck Securities Corporation, Distributor
and the value of its Bitcoin holdings is run-up of 45% in Bitcoin to $101,000 Source: FactSet to repay its debt, which then traded
R E T I R E M E N T Q U A R T E R LY
Inflation Is Lurking.
“It grabs you where you least expect Vanguard Total Stock Market ex-
it, like when you get your car serviced,” change-traded fund.
says Philip Richter, president of Hollow Growth stocks like Nvidia and
Brook Wealth Management. “We’ve other high fliers are trickier. The Mag-
How Retirees Can Beat It.

gone through a period that was shock- nificent Seven tech stocks now repre-
ing for people because we had this sent about a third of the S&P 500, and
golden era of benign inflation.” their gains have powered its recent
Retirees are vulnerable because surge. But valuations are elevated, and
they usually don’t benefit from rising it’s unclear whether market leadership
paychecks. While wage growth has will rotate to other areas.
outpaced inflation since mid-2022, The market has been showing signs
retirees who re-enter the workforce of a shift, and Timothy Davis, a certi-
often take a pay cut or work part time, fied financial planner at Steward Part-
leaving their paychecks stagnant. ners in Boston, expects the trend to
Social Security recipients will get a continue. For clients with 50% of their
2.5% boost in 2025. But this cost-of- portfolios in stocks, he recommends
living adjustment isn’t going to cut it 30% in large-caps and 20% in small-
for older adults who have had to dip and mid-caps. Two ways to capture
deeper into savings to cope with that idea are the SPDR S&P MidCap
higher costs in recent years. 400 ETF Trust and Vanguard S&P
The key question is, what will you Small-Cap 600 ETF.
clear after inflation? That is your “real” How much should you keep in
return and investors should consider it stocks? It depends in part on your tol-
in building their portfolio, says Eric erance for pain. Equities periodically
Gerster, chief investment strategist at have “drawdowns” of 20% or more and
AlphaCore Wealth Advisory in Green- may take years to recoup the losses.
wich, Conn. While that is unpredictable, a retire-
You don’t have to guess correctly ment allocation that begins at 30%
about where inflation is headed. Even stock and rises to 60% performs better
if you tried to be tactical , you’d have to than a portfolio that remains constant
be right about the economic growth at 60% stock and 40% bonds, accord-
outlook, as well. And returns across ing to researchers Wade Pfau and Mi-
asset classes vary, depending on the chael Kitces. The strategy works be-
mix of inflation and growth. For exam- cause increasing the equity portion
ple, U.S. small-cap stocks tend to do over time mitigates “sequence of return
better in times of high inflation and risk,” or the harm that comes from a
high growth—averaging 1.3% monthly market downturn early in retirement.
Rising prices are here to stay and a threat to those who don’t benefit returns. In periods of high inflation In practice, many retirees aren’t
from rising wages. Here are investments to beat the inflation trap. and low growth, small-caps average comfortable with a rising stock alloca-
minus 0.3%, according to research tion, says Jamie Hopkins, chief wealth
from Russell Investments. officer at WSFS Bank. “People don’t
Ideally, you’ll want a portfolio that emotionally like it,” he says. If that’s
BY ELIZABETH O’BRIEN something you need to plan for.” will hold up whether price growth the case, the 60/40 portfolio is a good
F
For now, the market doesn’t seem blows hot or cold. “I look at this al- starting place. Those with a higher
or a generation of retirees, stressed. Treasury bond yields, which most like home insurance,” says risk tolerance—or a pension or annu-
inflation was an after- partly reflect inflation expectations, Rand Spero, president of Street ity that covers most essentials—may
thought. Today, it’s a disqui- climbed after Trump’s election on Smart Financial in Lexington, Mass. want to bump up their stock exposure.
eting threat, lurking like a fears that his planned tariffs would “Would you have more insurance if
sea monster that may sur- increase the cost of everyday goods. there are more fires in the neighbor- Bonds
face again. But yields retreated after Trump hood?” Investment-grade bonds should be the
While the consumer picked Scott Bessent for Treasury heart of your fixed income portfolio,
price index is down to 2.6%—from a Secretary, reassuring investors that Stocks easily accessed through an ETF like
peak of 9% in 2022—inflation may his administration may pursue more Retirees are conditioned to be conser- iShares Core U.S. Aggregate Bond.
prove tough to keep at bay. Whether conventional fiscal policies. vative, but stocks should be the bed- Many advisors layer in some Trea-
President-elect Donald Trump’s poli- Even if headline inflation returns to rock of an inflation-fighting portfolio. sury inflation-protected securities, or
cies will reignite price gains remains the Fed’s 2% target, that doesn’t mean From 1926 through 2022, the average TIPS, though they aren’t slam dunks.
Illustration by Anuj Shrestha

to be seen. Either way, investors prices would come down; they would annualized inflation-adjusted return of These government-issued bonds come
should inflation-proof their portfolios keep rising, albeit at a level more suit- the S&P 500 was 7%, according to with terms of five, 10, and 30 years,
to bolster retirement income. able for a healthy economy. Consumers Dimensional Fund Advisors. and have two components: an infla-
“It’s not just a bump in the road or would still be stuck paying more each Most investors are best served by tion adjustment that tracks the con-
a blip,” says Dan Griffith, director of year for groceries, medical care, and holding a broad index fund with an- sumer price index and the “real yield,”
wealth strategy for Huntington Pri- other essentials; it’s just a matter of nual fees that are negligible, such as which is like your baseline income
vate Bank in North Canton, Ohio. “It’s degree—2%, 5%, or something worse. the SPDR S&P 500 ETF Trust or after inflation. Semiannual coupon
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Inflation Busters Alternatives away from it altogether. “Gold doesn’t

These investments can help your portfolio retain its purchasing power over time. Aside from stocks and bonds, many pay a dividend,” says Doug Ornstein,
EQUITIES advisors recommend a small alloca- director at TIAA Wealth Manage-
tion to tangible assets such as comment, who prefers REITs and other
ETF / Ticker YTD Return Yield
modities and real estate as inflation dividend payers as inflation hedges.
ProShares S&P 500 Dividend Aristocrats / NOBL 14.4% 2.0%
hedges. Rental leases rise with infla- Energy has the strongest record of
SPDR S&P 500 Trust / SPY 28.3 1.2 tion, as do the dividends issued by real returns when inflation surprises to
SPDR S&P MidCap 400 Trust / MDY 21.7 1.1 real-estate investment trusts, or the upside, according to Goldman
Vanguard S&P Small-Cap 600 / VIOO 17.5 1.3 REITs. Funds like Vanguard Real Sachs, which sees opportunity in oil as
Vanguard Total Stock Market / VTI 27.9 1.2
Estate offer easy and low-cost expo- a geopolitical/inflation hedge. Oil and
sure to REITs that own office build- gas stalwart Exxon Mobil is a “divi-
FIXED INCOME ings, hotels, and other properties. dend aristocrat,” in the rarefied terri-
ETF / Ticker YTD Return Yield Commodities are also commonly tory of companies that have raised
iShares Broad USD High Yield Corporate Bond / USHY 9.2% 7.0% considered an inflation hedge. An anal- their dividends for 25 consecutive
ysis by Goldman Sachs found that a years or more. It currently yields
iShares Core U.S. Aggregate Bond / AGG 2.9 3.8
one percentage-point surprise increase 3.48%, and analysts at Morningstar say
iShares Preferred and Income Securities / PFF 10.3 6.1
in U.S. inflation has, on average, led to the stock is undervalued. What’s more,
Vanguard Short-Term Inflation-Protected Securities / VTIP 4.9 2.5 an inflation-adjusted gain of seven per- many view the Trump administration
ALTERNATIVES centage points for commodities; mean- as positive for oil and gas stocks.
while, that same trigger caused stocks Retirees in particular should focus
ETF / Ticker YTD Return Yield
and bonds to decline three and four on companies with a long record of
SPDR Gold Trust / GLD 27.9% None
percentage points, respectively. growing their dividends. The
Vanguard Real Estate / VNQ 11.2 3.4% Gold’s record as an inflation hedge ProShares S&P 500 Dividend Aristo-
Note: Data as of Dec. 3 Source: Bloomberg is mixed. The yellow metal typically crats ETF owns a basket of those
performs best in times of crisis, when stocks, which are considered relatively
inflation is high and geopolitical ten- high quality. Richter also favors the
payments are based on the inflation- Sladder.com is a free resource for con- sions constrain supply, according to more conservative companies, includ-
adjusted principal. structing TIPS ladders, recommended Goldman Sachs. If a trade war breaks ing stocks like Johnson & Johnson.
TIPS perform better when investors by advisors and economists. out, gold could protect against poten- None of these moves guarantee total
foresee higher inflation. Yet if interest Spero uses this approach, buying tial stock market declines, Goldman returns above inflation, especially if
rates rise rapidly and exceed inflation individual TIPS for clients. When a says, and it has upside potential if stocks go through a long downturn.
expectations, real yields rise and bond bond matures, clients use the proceeds concerns about the debt mount. But building a portfolio around your
prices fall. If sharp enough, these fall- for living expenses rather than rein- Most advisors recommend that spending needs, assuming inflation
ing prices can more than cancel out the vesting it. “This is definitely a safety clients keep no more than 5% of their rises at least 2.5% a year from here, is
rising inflation adjustment, leading to move,” he says, adding that it isn’t de- portfolios in gold. Some strategists shy a good way to get some protection. B
a negative total return. This happened signed to increase wealth but to protect
in 2022, when TIPS shocked some it and stay ahead of inflation.
investors by returning minus 11.85%. ETFs offer easy access to TIPS for
The bonds look more attractive investors who prize liquidity. One good
7 Seniors on Why They Won’t

today. TIPS are currently yielding approach is to have about a quarter to
about 2% on top of inflation. The cur- 30% of your bond portfolio in TIPS
rent break-even for a five-year TIPS is ETFs, says Christine Benz, director of
Retire. It isn’t About Money.

around 2.3%, meaning that inflation personal finance and retirement plan-
would need to average 2.3% or more ning for Morningstar. That allocation
over the next five years for a five-year can stay constant regardless of the pre-
TIPS to outperform a similarly dated vailing rate of inflation, she notes.
Treasury bond. Retirees can match their own time
What’s more, investors who buy horizon to the TIPS maturity. For ex- For some ”Never Retirers,” continuing to do work they’ve long pursued
individual TIPS and hold them to ma- ample, those looking for income in the provides benefits, from better health to pleasure in a job well done.
turity never have to worry about losing next couple years might choose a fund
money. Even if there is deflation, you like the Vanguard Short-Term Infla-
never receive less than your original tion-Protected Securities ETF, which BY NEAL TEMPLIN who spent more than 30 years as di-
T
principal when the bond matures. has an effective maturity of 2.5 years. rector of financial aid at Princeton
Ideally, spending needs should guide For a little extra income, consider here are people who count University before stepping down at
the investment. Say a retiree requires small allocations to high-yield bonds the days until they stop age 68. “I don’t have any hobbies. I
$60,000 a year to cover basic expenses and preferred securities. Low-cost working. Then there is don’t like to travel that much.”
and receives $40,000 from Social Se- ETFs with attractive current yields 86-year-old Don Betterton He adds, “I don’t have a bucket list
curity, so the gap is $20,000 a year. include iShares Broad USD High of Lawrenceville, N.J., where I want to go somewhere and do
A 70-year-old might build a TIPS Yield Corporate Bond and iShares who works seven days a something.”
ladder to a conservative life expec- Preferred and Income Securities. week counseling high Every day, Betterton solves a cross-
tancy of 95—$20,000 a year multi- Bear in mind that these funds would schoolers on how to get admitted to word puzzle, exercises, eats lunch,
plied by 25 years means a $500,000 likely lose value if corporate credit top universities. and then starts working. He doesn’t
investment in the TIPS ladder. TIP- falters in a deteriorating economy. “I like working,” says Betterton, see retirement anytime soon.
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For millions of Americans who ha- I don’t plan to.” He adds, “I get asked
ven’t saved enough for retirement, con- all the time, ‘When are you going to
tinuing to work is a necessity. But for retire?’ I say, ‘When you look down
most people, working is a stage in their and see me laying on the ground and I
life. And for hardcore “Never Retirers” can’t get up.’ That’s my retirement.”
like Betterton, working is their life. Alred says his work as a race stager
There are hundreds of thousands of defines who he is. “I put on events for
people like them. Nine percent of anywhere from 300 to 400 people to
Americans 75 and older are still work- almost 20,000 people,” he says. “Peo-
ing, about double the share in 1987, ple basically see me as the face of run-
according to Pew Research Center. ning in Jacksonville.”
“This is on the rise,” says Elyse He doesn’t plan to work forever.
Foster, a financial advisor in Boulder, Alred says his daughter is involved in
Colo., who is 70 herself and still the business and will take over his job
working, though she has reduced her at some point. He hopes to work at
hours. “I think it’s time for people to least another five years and plans to
question and push back on conven- stay involved even when his daughter
tional thoughts about retirement.” is running the show.
One of Foster’s clients, Dick Fetter, Carolyn McClanahan, Alred’s fi-
still operates a one-man wine-whole- nancial advisor, believes that continu-
sale business at age 81. Fetter works 15 ing to work is good for people. But
to 20 hours a week and handles per- McClanahan, who is also a medical
haps 1,000 cases of wine a year—a doctor, says people typically slow
fraction of what he used to do. But he down as they age and clients can face
says the work keeps him occupied, trouble if they don’t prepare for it.
provides a bit of income, and allows “I’ve had a few that their sense of
him to visit vineyards as “more than a sales executive at SAP, says he earns Brennan worked full time until last themselves was so tied to their ca-
tourist” when he travels to France. only a fraction of what he earned be- year, averaging about 50 hours a reers, they didn’t want to quit,” she
“It gives me something to do on a fore but loves teaching students about week. But he’s cutting back on work- says. She once had an 82-year-old
fairly regular basis,” Fetter says. “Not sales in a course he devised. ing. “It’s beginning to get in the way of cardiologist as a client who was forced
that I have nothing to do. I play tennis, “This has been a real blessing for things I like doing—like golf,” he says. into retirement and took it hard.
I ski, I hike. But it’s something to do me,” he says. “I didn’t think I would For the next few years, he plans to McClanahan, 60, says she plans to
that keeps me in touch with the indus- be doing something like this. I’ll keep work full time in winter and much less gradually cut her own hours after 63
try.” doing this until something else pulls during the rest of the year, when golf- and retire at 68 to 70. After retiring, she
Working longer comes with health at me.” ing weather is good. “I could easily see plans to keep writing and lecturing
benefits. Studies have found that retir- Matt Brennan, Herron’s financial myself working full time in December, about “the intersection between health
ing later is associated with lower mor- advisor, says many of his clients often January, and February and then back- and finance,” as she does now. “We
tality and dementia rates. Part of that have trouble completely retiring. “Men ing off in March through November.” work with our clients to make sure they
reflects that people who keep working in general tend to pour themselves Other seniors keep working full have something to retire to,” she says.
tend to be in better health. But work into their careers and work. [When] time. Doug Alred, 76, of Jacksonville, “If you’re not going to do anything but
also stimulates the brain and in- there’s a sudden cessation of it, even Fla., stages local running events while work, work, work, what happens when
creases social connections with other when that was the goal all along, it can his wife, Jane, 75, focuses on manag- work gets ripped away from you?”
people, two things that play a key role be tough to transition to leisure activi- ing the four retail stores they own. Betterton, the 86-year-old admis-
in mental and physical health. ties,” Brennan says. “I could have retired 11 years ago if I sions counselor, works for himself
Later retirement may enable seniors Even though they keep working as wanted to,” he says. “But I haven’t, and and says he will keep working as long
to delay taking Social Security, increas- seniors, people find they can be more as his health is good. He recently took
ing their monthly benefit. Workers selective in how they approach their on a bunch of high school freshmen as
who retire at age 62 can expect to jobs. “We call it the three bad days Rethinking Retirement clients, which involves a commitment
spend roughly one year in retirement rule,” Brennan says. “As soon as you The percentage of older Americans in the workforce has risen to guide them until they complete high
for every two years they spent working. have three bad days in a row, you since the mid '90s. school and apply to college.
For those who retire at 70, the ratio is never have to show up again.” Labor force participation rate for ages 75+ Ajay Kaisth, Betterton’s financial
closer to one year in retirement for Working seniors aren’t a monolith. advisor, says, “He has been talking
10%
every four years working. Some still intend to retire; they’re just about gently retiring from the busi-
For some working seniors, typically taking their time about it. Brennan’s 8 ness ever since I’ve known him. But
in white-collar jobs, money isn’t the father is an example of this. he hasn’t been able to extricate himself
Illustrations byn Anuj Shrestha

main motivator; they already have James Brennan, 73, of Midlothian, 6 from his field of work.”
plenty to retire. “This is psychic in- Va., still likes his longtime job as a 4
Will Betterton ever retire? “Men-
come,” says 67-year-old Neil Herron, consultant in the international freight- tally, I’m still on top of things,” he
who works as an adjunct instructor at transport business. “The work I do I 2 says. “As long as there are students
the Kogod School of Business at Amer- still consider to be very interesting,” that want to work with me and par-
0
ican University in Washington, D.C. he says. “I very much like dealing with ents, I don’t put a date on things like
“I’m not doing this for the money.” clients and the unique set of chal- 1990 1995 2000 2005 2010 2015 2020 2025 that. It may be two or three years—it
Herron, who formerly worked as a lenges my clients face.” Source: Bloomberg may be more.” B
What if You Die Without a

filed with the county clerk’s office. If property to be distributed. With nei-
you die without a will and no one ther a will nor listed beneficiaries on
sends the certificate to probate court, financial assets, state laws determine
your property lies in limbo. In a worst- distribution.
case scenario, if assets such as real Elizabeth Acevedo, shareholder/di-
Will? Probate Decides estate or bank or investment accounts

have no beneficiaries listed, they prob-
ably will end up in your state’s un-
claimed property department.
rector at law firm Weinstock Manion,
says in states such as California,
spouses are entitled to community
property. If a spouse dies without a
Where Your Money Goes.

Anyone can send a death certifi- will and has separate property, the
cate to start the probate process, says surviving spouse will need to equally
Andrew Crowell, vice chairman of divide those assets with their children.
wealth management at D.A. David- If there are no children, the spouse
son. A judge will determine an ad- gets half of the separate property and
ministrator, which can be a family the rest may go to the deceased
You can avoid messy fights by preparing a will. It needn’t be complicated, member, friend, financial institution, spouse’s family.
but not doing so leaves it to the state to determine who gets what. or creditor. If you are unmarried, have no chil-
Administrators must compile a list dren, and die without a will, your par-
of assets and search for potential ents would receive your assets, if they
BY DEBBIE CARLSON Stone. heirs. Administrators also file the es- are still alive. Otherwise, assets are
A
Large estates like Prince’s some- tate’s last tax return and Internal Rev- distributed across the family tree, first
re you dithering about times attract lawsuits even when there enue Service Form 706, which deter- to siblings, then to nieces or nephews,
preparing your will? If is an estate plan. However, had the mine if the estate owes any federal or Francis says.
you die without one, the Purple Rain singer written a will and state estate taxes. Wills are critical for parents of
state will make all of the properly titled assets to intended heirs, Previous years’ tax returns can minor children who want to guaran-
calls on where your assets Prince could have named who would offer some clues to locate assets, but tee specific guardianship of their kids
go, with potentially un- control his financial assets and legacy. it’s harder to find dormant property, in case of the parents’ death. Without
happy results. If you don’t write a will, you are such as savings bonds or non-interest- a will, family members can petition
When the singer Prince died in leaving it up to state probate court to bearing bank accounts, says Pat Si- probate court to act as guardians,
2016 without a will, it took six years name your heirs for your financial masko, estate planning attorney at with grandparents having first prior-
for probate court to divide his $156 assets. Wills also are critical to pro- Simasko Law. Because probate pro- ity, Acevedo says. Not designating a
million estate among his six siblings tecting minor children and pets, and ceedings are public record, organiza- guardian could create fights among
and half-siblings. making sure the right people end up tions that search for unclaimed prop- family members over custody.
The estate appeared settled in 2022. caring for them. erty may try to contact potential heirs “You’re leaving it to other people to
But this year, a lawsuit was filed or administrators, offering to collect make the decision for you, and local
against part of the estate, eight years What Happens After Death the funds for a hefty commission. law to decide who will ultimately then
after his death, according to Rolling When a death certificate is issued, it’s Properly titling your assets with raise your children,” she says.
preferred beneficiaries matters as Creating a will, and also a trust for
much as having a will, says Leila Fran- special-needs children, is critically
cis, national head, fiduciary advisory important, as any money they inherit
services at BMO Wealth Management. that’s not properly structured may
Retirement accounts with listed benefi- affect their government benefits, Fran-
ciaries, such as 401(k)s, supersede a cis says.
will. So, if most of your money is in The same goes with pets. Without
your 401(k), listing your beneficiaries specific instructions, Fido may end up
may be the most important thing to do. in an animal shelter.
Francis recounted a case where the Wills don’t have to be complicated,
husband in a second marriage died, Acevedo says. If you have a small es-
and left instructions in his trust to tate, you can avoid paying lawyers by
equally divide his $10 million estate using online tools and updating bene-
among his second wife and children. ficiary forms. Wills can be as simple
However, all of the assets were in joint as jotting down the names of the peo-
tenancy with his second wife, so the ple you want to receive your assets,
kids received nothing. she adds.
If, instead, he had retitled his as- “I have probated a Post-it note be-
sets, which included his home, a sec- fore as a will because it met all of the
ond home, and investment accounts, requirements. It was in the decedent’s
he could have ensured his kids’ in- handwriting. It was dated and signed,”
heritance. Acevado says. “This doesn’t have to be
an overwhelming process. If nothing
How Assets Are Divided else, take the time to literally write it
A will allows you to clarify how you down on a piece of paper and put that
want both your financial and personal paper somewhere safe.” B
Retirees, A
Trump’s election catalyzed hopes
that Bitcoin will enter the financial
mainstream, backed by the U.S. gov-
ernment. At a Bitcoin conference over
Little Bitcoin the summer, Trump called for a “stra-

tegic national Bitcoin stockpile,” in-
cluding digital assets seized in crimi-
Is Ok. Don’t nal cases and other proceedings. A

Senate bill called the Bitcoin Act
would direct the Treasury Depart-
Overdo It.
ment to establish a strategic Bitcoin
reserve, allowing the government to
buy and store the crypto.
Despite some Republican backing,
the Senate bill’s prospects are still a
Donald Trump’s election lit Bitcoin “long shot,” says Peter Eberle, presi-
on fire. Many advisors remain dent of Castle Funds, a crypto invest-
cautious on crypto, but owning a ment firm. “But the fact that it’s even
in discussion is wild.”
little wouldn’t hurt. Exchange-traded funds are the eas-
iest way for investors to access the
cryptocurrency. The iShares Bitcoin
BY ELIZABETH O’BRIEN Trust ETF is the largest in the space,
B
with $48 billion in actual Bitcoin (un-
itcoin’s meteoric rise is like funds that invest through futures
raising an uncomfortable contracts and charge higher fees). It
question: Is there a place For sober-minded retirees, Bitcoin man of a financial institution. But has a low, 0.25% expense ratio, and its
for cryptocurrency in your should be no more than a side bet: Bitcoin’s extreme volatility makes it large asset size keeps trading costs to a
retirement accounts? Don’t count on it to make up for sav- impractical as a currency for everyday minimum.
Bitcoin, the biggest ings shortfalls or reliable returns. purchases. The ability to conduct Alternatively, investors could buy
crypto by market cap, has While Bitcoin has been around for transactions without a third party has some Bitcoin and hold it in a digital
gained 142% this year. President-elect nearly 17 years, there isn’t good mod- proved more useful to criminals than wallet through a brokerage like Coin-
Donald Trump positioned himself as a eling on its performance in various law-abiding people who have no issue base or Fidelity. These firms generally
crypto-friendly candidate. Since his market scenarios, says Jamie Hopkins, going through banks or traditional don’t charge annual expenses, though
win, Bitcoin has jumped 48%, topping chief wealth officer at WSFS Bank. payment apps. trading the token may incur fees and
$103,000, partly on hopes that a new Aside from its recent spike on hopes There’s more of a use in developing the brokers would take a small cut on
Republican-led government will em- for a friendlier climate in Washington, markets with unstable governments buy or sell orders.
brace crypto, possibly even buying it it’s often fueled by macro conditions; and currencies. Doug Ornstein, direc- If you want to dip a toe in, stay
for the U.S. Treasury. when interest rates surged in late 2021 tor at TIAA Wealth Management, says small. Hopkins recommends an allo-
Many advisors and other experts and 2022, Bitcoin tanked alongside he’s watching to see if central banks cation of 1% of your overall portfolio.
remain cautious, seeing Bitcoin as a stocks and bonds. embrace digital currencies. If they Of course, that raises the question of
speculative asset, not an investment. “Most Bitcoin and crypto invest- were to play a role in monetary policy, what to do if Bitcoin’s price continues
That said, owning a little Bitcoin prob- ments remain in the speculative cate- he says, that would represent a signifi- to soar and that 1% balloons to 5% or
ably wouldn’t hurt; just don’t overdo gory until proved different,” says Hop- cant development and cause him to more. If you decide to pare your posi-
it, and bear in mind its many risks. kins, who recommended a tiny rethink his position to steer clear. tion, keep in mind that the Internal
“I don’t think most retirees need allocation for the past decade. Revenue Service treats cryptocurren-
Bitcoin,” says Christine Benz, director Some advisors argue that Bitcoin cies like stocks, bonds, and other as-
of personal finance and retirement has proved itself through years of Crypto Catches Fire sets for the purpose of assessing capi-
planning for Morningstar. “To the market cycles and macro climates. “In Bitcoin has soared this year, including a big bounce after tal-gains taxes.
extent they hold it, put it in the ‘mad reality, Bitcoin is an asset class that’s Donald Trump was re-elected president. Think of Bitcoin like a lottery
money’ portfolio.” here to stay,” says Douglas Boneparth, $120 thousand ticket: While some analysts see it
It’s hard not to feel the fear of miss- an early adopter and president of eventually reaching $1 million, it could
ing out if you’ve been on the sidelines Bone Fide Wealth. “How many more 100 also tank 75% in a matter of months.
during the crypto surge. Bitcoin and Thanksgiving dinners need to take Given its volatility, it isn’t something
brethren like Ether have risen sharply place before skepticism wanes and we 80 you should count on, especially if you
this year, fueling big gains in compa- get mainstream adoption?” rely on your portfolio’s income for
nies like MicroStrategy and Coin- It’s important to separate Bitcoin as 60 everyday expenses.
base Global. The global token market a financial asset from something with “If this is money you’re going to
40 live on for the next two, three, four, or
value now stands at $3.7 trillion, and actual utility. Launched in 2009, Bit-
crypto entrepreneurs are flying high— coin emerged as a decentralized digital five years, it’s probably too risky,”
20
including one who recently paid $6.2 currency with its own system of gov- Eberle says. “Once you start losing
million for a piece of banana art ernance and issuance, enabling trans- 2024 June Dec. sleep,” he adds, “you know your allo-
(which he ate). actions that would remove the middle- Source: CoinDesk cation is too big.” B
FOLLOW-UP
U.S. lawmakers asked the DOJ to investigate PBMs
following our October cover story. Plus, Barron’s
warned readers about A-CAP. Now the firm’s
insurers have been ordered to halt annuity sales.
Two Barron’s Investigations

Pharma paid about $400 million congressional letter, dated Nov. 26.
in rebates and fees to three major Given that President-elect Donald
pharmacy-benefit managers, or Trump “has shown concern about this
PBMs—CVS Health’s Caremark, area,” Ross said, “I think it’s one of
That Are Having an Impact

UnitedHealth’s Optum Rx, and those areas where the Justice Depart-
Cigna’s Express Scripts. ment can do good work from adminis-
“It deserves to be looked at,” Carter, tration to administration.”
a pharmacist, told Barron’s. “I was During Trump’s first term in office,
practicing pharmacy during that time, he declared the opioid epidemic to be
when this was a problem. I saw it first a public-health emergency.
hand, so that’s why it means so much In a statement to Barron’s, a
to me and that’s why I think they CVS Health spokesperson pointed
should be held accountable.” to efforts the company had made to
Health plans have the ability to combat opioid addiction and said,
set quantity limits on the amount of “CVS Caremark exists to make the
medication the plan will cover. One use of prescription drugs not only
set of contracts between Purdue more affordable, but safer.”
and Caremark, from 2014 to 2017, Optum Rx and Express Scripts
indicated that rebates increased if didn’t respond to requests for com-
plans authorized higher amounts ment on the letter. The two companies
of OxyContin. have denied wrongdoing in current
All three PBMs were named in the litigation over the opioid epidemic. B
A-CAP Must Halt New Policies

BY JACOB ADELMAN investment concentration.
The conclusions track the findings
R
egulators in Utah have moved of a Barron’s investigation this sum-

against annuity specialist Ad- mer, which showed that A-CAP’s in-
vantage Capital, saying that surers had invested heavily in busi-
subsidiaries of the group are nesses that fall under the parent
DOJ Gets Letter General Merrick Garland. “That is Four members in a perilous financial state, posing company’s control, raising potential
of Congress have
why we strongly urge the Department asked Attorney a threat to policyholders. conflicts of interest.
of Justice to investigate the role PBMs General Merrick Sentinel Security Life, Haymarket, If the insurers “continue to write
About PBMs
Garland to investi-
may have played in the opioid crisis gate pharmacy-
and Jazz Reinsurance—Advantage business, a consumer who buys a pol-
and hold them accountable.” benefit managers Capital insurers that fall under Utah’s icy may not obtain the financial pro-
The bipartisan letter was signed for their ties to jurisdiction—have negative asset bal- tection that the policy would other-
opioid sales.
by Republican Reps. Earl L. “Buddy” ances, making them unable to meet wise provide,” wrote Commissioner
BY CATHERINE DUNN Carter, of Georgia, and Cliff Bentz, of their liabilities to policyholders, ac- Jonathan T. Pike in his agency’s order.
Oregon, and Democratic Reps. Debo- cording to an emergency order posted “This threat is an immediate danger
S
everal members of Congress rah Ross, of North Carolina, and Raja on Monday on the Utah insurance to the public welfare.”
have asked the Department of Krishnamoorthi, of Illinois. commissioner’s website. The insur- An A-CAP spokesman had no
Justice to investigate pharmacy- “I’ve seen the effects of the opioid ance firms were directed to stop immediate comment on the action.
benefit managers’ business crisis, from parents who have told me writing new business by Dec. 31. In June, A-CAP had told Barron’s
related to opioids, citing a Barron’s about kids taking opioids without An examination commissioned by that all of its “investments go through
investigation on rebate payments that knowing, to people in rural areas the Utah agency found that the carri- a rigorous investment and compliance
the companies received on sales of who have been exploited,” Ross told ers had a collective deficit totaling review and are reported in accordance
OxyContin. Barron’s. “It’s just so, so important more than $520 million, according with any relevant investment statute.”
“The lack of transparency sur- to try every angle.” to the order. The Utah insurance commissioner
rounding PBMs’ rebate agreements Barron’s reported in October on Examiners also found that compa- has jurisdiction over Sentinel, Hay-
Al Drago/Bloomberg
and formulary decisions has allowed internal drug company documents nies affiliated with A-CAP, as Advan- market, and Jazz because they are
them to operate with little to no over- detailing rebate payments that are tage Capital is commonly known, “en- domiciled in that state. Since U.S.
sight, posing a significant threat to usually kept secret. During a one-year gaged in high-risk investments” and insurers are regulated at the state
America’s public-health,” wrote four period from 2016 to 2017, Barron’s that the insurers’ exposure to some level, the ban on writing new policies
representatives in a letter to Attorney found, OxyContin maker Purdue entities overstepped state rules on applies nationwide. B
It’s Time to Look

Abroad. 12 Picks
From Our Pros.
Investing abroad has been a tough sell, but BY RESHMA KAPADIA
overseas markets offer growth—and value.
I
nvestors are laser-focused on Barron’s convened four global mar- why should investors care about
U.S. stocks, creating a danger- ket watchers on Nov. 21 for a virtual foreign stocks?
ous blind spot. Ignoring the journey around the world and found Christine Phillpotts: Within
rest of the world comes with a relatively upbeat outlook for globe- emerging markets, stocks have been
rising risks into the new trotting stockpickers. They looked cheap for some time. As value inves-
year—and missed opportuni- through the cloud of uncertainty from tors, that’s intriguing, but you also
ties to more cheaply invest in President-elect Donald Trump’s pro- need to see signs of a catalyst for
the types of companies that have posals to slap 60% tariffs on Chinese improvement.
fueled the U.S. bull market. imports and as much as 20% on oth- And we are beginning to see a
Investing abroad has been a hard ers, as well as questions about the couple: countries with strong balance
sell. China’s economy is sputtering, trajectory of China’s economy. The sheets for the first time in decades
and Beijing’s efforts to revive it are result: a dozen stocks and notable with the capacity to leverage fiscal
underwhelming. China is leaning on shifts that will affect all types of policy to drive domestic growth. Com-
exports for growth, triggering a wave portfolios. panies are also accelerating their
of protectionism and reshuffling of Our international experts include growth with domestic opportunities,
trade flows as countries try to protect Tom Slater, partner, global public and including market share gains as well
domestic industries. And interna- private-equity manager, and manager as returning more capital to share-
tional markets have been in a deep of Scottish Mortgage Investment holders and more judicious mergers-
funk: The S&P 500 index returned Trust at Baillie Gifford; Christine and-acquisitions activity, such that
an average annual 13% over the past Phillpotts, manager of the Ariel earnings-per-share growth could start
decade, more than double that of the Emerging Markets Value and Ariel to outpace gross-domestic-product
MSCI EAFE index and trouncing the Emerging Markets Value ex-China growth. On top of that, stocks are still
2.6% delivered by the MSCI Emerging strategies; Rory Green, chief China trading at single-digit multiples.
Markets index. economist and head of Asia research, Alberto Fassinotti: EPS growth out-
But the shifting geopolitical and GlobalData TS Lombard; and Alberto pacing GDP growth is key. For a long
economic forces abroad—including Fassinotti, a managing director at time, it was the other way around, and
the fraying U.S.-China relationship, RockCreek Group, responsible for GDP growth often did not translate to
Illustration by Álvaro Bernis

changes in China’s economy sparking emerging markets. equity market performance, as we saw
new tariff threats, and the fallout from An edited version of the discussion in China.
the wars in Ukraine and the Middle follows. From an asset-allocation picture,
East—create challenges for global we are telling clients: You’ve done
giants. The good news is that the Barron’s: Let’s start with the ele- extremely well with your U.S. equity
challenges come with a new set of phant in the room. Given the per- [exposure]. Wall Street is forecasting
winners. formance over the past decade, that S&P 500 returns over the next 10
years will be a fraction of the past de- tariffs lumps emerging markets into extremely high margins. The U.S. and Tech leadership and the influence Slater: It’s the action of the govern- Fassinotti: China will not get back to
cade’s returns, so it’s in your interest the same bucket and is perceived as a the EU are extremely large markets, of Big Tech goes to why China is im- ment and regulators in China that even a modicum of its previous
to look to diversify. But there’s hesi- net negative. But the impetus [among but you can still export to the rest of portant. Very few countries have been have made things difficult. But [the growth rates if it doesn’t figure out the
tancy to be the first to pull the cord companies] is not deglobalization but the world and do quite well. successful in developing their technol- big companies] are an important part domestic economy and consumer. Part
on a change. de-concentration, providing opportu- And the Global South increasingly ogy ecosystem and growing compa- of the Chinese strategy. of reason you’ve seen tech companies
Rory Green: The U.S. dominated nities for emerging markets to gain has an impetus to consider remapping nies. China is the one place other than A growing number of data points meet Xi in the middle is because
“tech,” particularly software, for the share. trade and geopolitical relationships. the U.S. where you have seen success- suggest we are through the worst of there’s a mutual recognition that it’s
past decade. This, in turn, has pow- Samsung Electronics produces There are more bilateral and multilat- ful private entrepreneurs operate at that regulatory challenge. The big in everybody’s interest that tech plat-
ered U.S. equity outperformance. about 50% of its phones now in Viet- eral conversations, excluding the U.S. real scale. signal to look for is whether the Ant forms continue to thrive.
Going forward, China and to a lesser nam, which is following the manufac- and the EU. Thinking about the win- Group’s international initial public We own Atour Lifestyle Hold-
extent Northeast Asia, will take over turing-led exports as a growth play- Christine Phillpotts
ners and losers of that remapping is Manager of the Ariel
Beijing cracked down on Big Tech offering comes back. [Beijing canceled ings, an affordable-hotel chain that
as the leading players in tech hard- book that has worked for South Korea going to be very important. Emerging Markets a couple of years ago, halving the the IPO of the fintech founded by Ali- grew revenue 47%, and opened 140
ware innovation. This transition and Taiwan. Whether it’s Vietnam, Green: As China gets so competitive Value and Ariel value of internet giants like Ali- baba’s Jack Ma, scuttling what was new hotels in the latest quarter. They
Emerging Markets
alongside broader shifts in society, Mexico, or Morocco, these [countries on price in these advanced manufac- Value ex-China baba and rattling investors. Is that expected to be the world’s largest IPO turn hotel rooms into immersive
such as the move to clean energy and and some companies] are part of the tured products, like EVs, the price strategies over? in 2020]. showrooms, using proprietary tech-
the Internet of Things, is a significant solution as the U.S. and European becomes low enough that you unlock nology to personalize products and
opportunity for emerging markets. Union look to localize their supply a new type of consumption à la the services.
chains. That’s why Taiwan Semi- Model T Ford as the first car that fac- These types of technology-enabled
What is the impact of the geo- conductor Manufacturing was in- tory workers could purchase. This businesses are going to be the linchpin
political shifts on investment centivized to build a plant in Arizona, [translates] to low-cost mobile phones, to a recovery because China will not
opportunities? Korean battery manufacturers are low-cost airlines, and so on. be able to export its way out of its
Tom Slater: I tie this to why senti- expanding in the U.S., and the EU is In terms of the restructuring of problems.
ment on China is so dire. The market inviting Chinese companies to build trade and investment relationships,
is focused on playing the wrong game local plants. the first phase was the Belt and Road Let’s go back to the challenges
and missing the big picture. Every- Initiative with China exporting excess facing China’s economy. How bad
body’s focusing on the prospect for How could these trends affect infrastructure and construction ca- is the situation?
stimulus in China to revive the prop- trade policy? pacity. The current phase is more Green: Structurally, we’re talking
erty market and consumption, but Fassinotti: China has a playbook around manufacturing, partly to get about debt, decoupling, and demo-
that’s guesswork. The real play is rec- from the first Trump administration: around tariffs. For Chinese compa- graphics. Since 2021, it’s the debt/
ognizing what [China is] doing long It will further solidify its global supply nies, growth at home is slowing and property nexus that has been the
term: growing its high-tech economy of 17%, above when Trump was first to push a restructuring of trade and Rory Green chain with partners outside the U.S. competition is intense, so if you can primary drag on growth. At its peak,
in the areas of national importance. elected. manufacturing. Chief China economist and the EU. Chinese markets did well
and head of Asia
look overseas for growth, that’s Chinese property was around 28% of
The Chinese are making massive The response [in the U.S. and else- research, GlobalData during the first Trump administra- great—and the government is support- GDP, the major source of household
progress in electric vehicles, supply where] is more tariffs—and more to What does that mean for TS Lombard tion, and Brazil had boom times with ive of that. The growth rate is much wealth, the key driver of local govern-
chains, semiconductors, and advanced come in terms of heightened national portfolios? commodity exports to China. The higher in less developed economies ment revenue, and the largest expo-
manufacturing. That long-run prog- security issues. That, in turn, is going Phillpotts: The conversation around folks who suffered were U.S. farmers. than in developed markets—and that sure on bank balance sheets. When
ress and advancement in high tech [These trends] will be more pro- will accelerate under a second Trump Xi Jinping began to more aggressively
industries is the compelling reason nounced based on the difference in administration. crack down on the property sector,
to be looking at China. Some of the Foreign Stocks Have Fallen Out of Favor. 12 Worth a Look. tariffs rates for China versus the rest Slater: China has swung from a net triggering the current contraction,
political developments in the world Alberto Fassinotti of the world, whether China can suc- importer of finished vehicles to ex- that has had massive spillovers
have been a direct response to that Managing director at RockCreek Group, responsible for emerging markets cessfully circumvent those tariffs, as porter. Sticking with EVs: The market throughout the entire economy.
progress. Company / Ticker Recent Price Market Value (billion) 2025E P/E well as what happens with Mexico. in China is just moving much more Layer on Covid lockdowns and the
Atour Lifestyle Holdings / ATAT $26.55 $3.7 21.5
Trump was a big champion of the quickly than anywhere else, with economy is in a balance sheet reces-
How is the rest of the world U.S.-Mexico-Canada trade agreement. about 50% of new-car sales now EVs. sion, with an unwillingness for peo-
Mrs. Bectors Food Specialties / BECTORS.India INR1,914.85 1.4 74.0*
reacting? Now, he’s making noises that would The level of competition and sophisti- ple to borrow, spend, or invest. We
Green: Some of China’s internal Promotora y Operadora de Infraestructure / PINFRA.Mexico MXN183.71 3.8 10.5 effectively undermine aspects of that cation is far ahead—and price points are about five years into Xi’s longer-
structural changes are a big factor China Yangtze Power / 600900.China CNY28.45 95.8 19.2 deal. We view it as bluster to hope- far below. term aim of restructuring the econ-
in pushing the political and tariff fully come to an agreement in the mid- That shows up in the dramatic de- omy [toward domestic demand]. This
response in the rest of the world. Christine Phillpotts dle. The global economy still depends cline in market share [for foreign auto is a managed economic transition—
Manager of the Ariel Emerging Markets Value and Ariel Emerging Markets Value ex-China strategies
That’s only going to increase. China on that Chinese value proposition. It’s makers] like Volkswagen, which said very painful but not a collapse. We
already has a 30% share of global Company / Ticker Recent Price Market Value (billion) 2025E P/E in everybody’s interest to find a deal. profits fell 42% last quarter. And Chi- expect GDP growth next year of
manufacturing and now has devel- Emaar Properties / EMAAR.UAE AED9.63 $23.2 6.7 Phillpotts: We always focus on what nese [auto makers] are taking growing 4.5%.
oped markets-level technology capa- Great Wall Motor / 2333.Hong Kong HK$13.10 27.2 7.3 governments are looking to achieve share of their domestic markets and in
bility and emerging markets–level Mobile World Investment / MWG.Vietnam VND58,100 3.3 15.9 and how we can align with that. the Global South. Investors have been skittish about
costs. And there’s enormous state In terms of the tariffs, we own Chi- China. What’s changing on that
OTP Bank / OTP.Hungary HUF21,640 15.4 5.9
support for these industries. nese auto maker Great Wall Motor. Does this extend into other front?
If you read [Chinese President] Xi Tom Slater The immediate concern is if the 40% industries? Phillpotts: We started [adding more
Photograph by Jillian Edelstein

Jinping’s speeches, he sounds like a Baillie Gifford partner, global public and private-equity manager, and manager of Scottish Mortgage Investment Trust of its volume that’s international— Slater: In technology, the world has China exposure] in April, driven by
Photograph by Laurel Golio

tech bro: It’s all tech, tech, tech. The Company / Ticker Recent Price Market Value (billion) 2025E P/E mostly to the Global South, or other been carved up into the U.S. and Chi- evidence that things were not as bad
amount of money getting chucked into BYD / 1211.Hong Kong HK$260.40 $106.5 14.7
emerging markets, is going to be nese spheres of influence. That leaves as feared, looking at leading indicators
these sectors is enormous. We are slashed because of this tariff talk. But the question of which sphere of influ- of real estate demand—visitations,
Hermès International / RMS.France €2,200.00 244.7 46.7
seeing China move up the value chain. they are exporting to countries with ence other countries fall into: Will conversion rates, spreads between bid
EVs are just the tip of the iceberg. Meituan / 3690.Hong Kong HK$165.20 129.1 17.8 minimal to no tariffs on autos because Amazon.com be successful in India and ask prices. While still negative,
China is just too competitive. Its PDD Holdings / PDD $98.71 137.1 7.5 those countries don’t have a domestic or will it be Alibaba Group the pace of declines was decelerating.
global trade share is at a record high Note: E=estimate. *fiscal year ends in March Source: Bloomberg auto industry to defend—and with Holding? Although demand has plummeted, so
have new starts, down 65% from the in a number of international markets. hydropower utility, is well run with other countries can’t compete with, same rationale to predict their contin- Alberto Fassinotti
2021 peak. Inventories have already low debt and generates consistent which means a huge addressable ued success in China and fail. The Managing director at
RockCreek Group,
begun to decline. Temu is under scrutiny in the U.S. return on investment capital. You still market before we even touch on the clearest example is in autos, whether responsible for
Markets are discounting this no- because of how it ships packages have to keep the lights on and supply topic of autonomous vehicles. Auton- Porsche, Mercedes-Benz, or BMW, emerging markets
tion there’s going to be a collapse, through a trade loophole. What power to the manufacturing base. It’s omous driving is going to develop which for a long time were relying on
creating a systemic risk to China Inc. risk does that pose? names like these that [governments or much more rapidly in China than that premium-brand perception as
We don’t think that’s the case, largely Slater: That could be a risk, but what investors] are not going to kick up a elsewhere, which is why you see domestic players were ramping up.
because China is a closed capital ac- about their business in the Global fuss about, like they may for compa- Tesla in China. Extremely quickly, they have seen
count. Comparing it to other real es- South, Southeast Asian, or European nies that have applications for defense their share tremendously eroded. We
tate crises is like apples to oranges. markets? Plus, all the profits are made or that are part of culture wars like What does Tesla CEO Elon Musk’s have seen domestic brands with value
Several differences will help [Beijing] in China. ByteDance and TikTok. close relationship with Trump for money, design, and innovation nip
manage the pace of decline that’s not Fassinotti: For U.S. institutional in- Slater: Meituan, a local services mean for U.S.-China relations and at the heels at the perception the for-
captured in the market. For example, vestors, anti-China sentiment is still company providing food and other Tesla itself? eign premium brand is unassailable.
loan-to-value ratios, on average, are there, with some investors removing products, is growing [revenue] about Slater: Tesla has done well develop- Green: Smartphones are another
hovering around 50%, compared China from their benchmarks. They 20% in domestic China, and they ing products people love, manufac- great example of that. Samsung was
with 100% or more in other markets aren’t outright restricting investment have shown they can operate at a turing them at scale and continually 20% of the China market. It’s less
that had crises. in China, but it puts the onus on the massive scale, providing a very eco- improving, moving faster than every- than 1% now. You have to be really
On the company front, we’re seeing investor to make sure the types of nomically attractive proposition to body else. Lots of Western companies careful, particularly in the manufac-
an improvement in management be- businesses they’re investing in China consumers. With what they have have been nervous about going into turing or consumer durable side.
havior and better capital allocation. outperform handsomely. The bar has learned, you see them increasingly China and [worrying] they would
Leading companies are also increasing been set very high, and liquidity is looking to deploy that skill set out- have their intellectual property sto- Let’s shift to the hot conflicts dom-
market share as [rivals flail] in this lower. side of China. BYD is growing [reve- len. Tesla [which we own] took a dif- inating the headlines. What is the
weaker macroeconomic environment. nue] 40% but still making over 20% ferent approach and decided that this market impact if a deal emerges
We’re seeing a lot of idiosyncratic cat- What passes that high hurdle? returns on capital. It has a competi- is going to be a competitive market; between Russia and Ukraine?
alysts driving us to be more bullish. Fassinotti: China Yangtze Power, a tive product that manufacturers in it’s the world’s largest auto market, Fassinotti: It boils down to details.
Slater: The risk of investing in China and we have to go there and win by There will probably be some territo-
has changed. There’s the geopolitical having better prices and better prod- rial concessions, but in return Rus-
and trade risks and risks from Chi- Tom Slater ucts. That applies with the next gen- sians will most likely want the re-
nese regulatory or government ac- Baillie Gifford partner, eration of products like robo-taxis,
global public and
moval of sanctions. You would
tions. If I’m going to take the risk, private-equity man- cybercars, or these autonomous plat- probably see some sort of reintegra-
then I want to get the opportunity to ager, and manager of forms. It sets Tesla up better to com- tion of Russia with Europe, but it’s a
make several times my money. That Scottish Mortgage
Investment Trust
pete in the rest of the world. It’s a big ask [to lift sanctions].
doesn’t take us toward consumer commercial strategy rather than In the short term, a deal probably
staples because to make my money politics. would be good for risk sentiment and Communist Party. Phillpotts: Mobile World Invest- consumer companies like Mrs. Bec-
back I’m relying on steady growth Phillpotts: It just illustrates to me for markets, commodities especially. It ment is a $3.5 billion Vietnamese tors Food Specialties, a biscuits and
over a long time frame—and I don’t that policy is going to be much more may not be as good for India, which What does it all mean for Europe? retailer that we think will generate breads manufacturer tied to the quick-
know what’s going to happen over transactional-based. There are going was Russia’s No. 1 customer [for dis- Slater: It would be good if war in Eu- strong double-digit EPS growth. They service restaurant model. That is your
that [horizon]. Instead, I’m looking at to be winners and losers from that, counted oil and iron ore] over the past rope went away. But the challenge in have two parts of their business: elec- classic disposable income, rising con-
companies that can grow explosively. and that’s going to lead to a wider dis- couple of years. Europe has been founding, scaling, tronics and food retail, which they are sumer story, and we think the con-
And being a tall poppy or a very persion of returns and a wider disper- Phillpotts: We own OTP Bank, one and having deep enough capital mar- looking to sell a stake in. Only 20% of sumer in India is in a better position
large Chinese company—the Alibabas sion of outcomes for specific compa- of the largest Central and Eastern Eu- kets to support big, new businesses. food retail in Vietnam is formalized, this year and next.
and Tencents—has been difficult. Both nies and sectors. ropean commercial and retail banks, You have eight $1 trillion or more mar- and they are growing tremendously.
are larger than 10 years ago and under which would benefit from reconstruc- ket-value companies in the U.S. and Another is Emaar Properties, What is one theme in interna-
more regulatory scrutiny. It’s harder In the past, investors tapped Chi- tion activity, in particular within none in Europe. It’s that failure to a real estate company in the United tional markets not getting enough
to see how you make those big nese opportunities through global Ukraine. build the right environment for that Arab Emirates benefiting from the attention?
payoffs. multinationals. Fassinotti: It’s not just about what type of success that really has been growth of Dubai. A lot of people Slater: There’s an emergence of a
Slater: The perception of Chinese will happen with Russia and Europe the biggest challenge. We find it a dif- thought growth was from Russians middle class across a host of emerging
What do you want to own? consumers has changed. There’s more and the U.S., but the derivative conse- ficult place to generate new ideas. moving to Dubai because of the war. markets, driving consumption. These
Slater: We own PDD Holdings. of an affinity for domestic brands as quences, which will be more conse- But it’s more structural. We are seeing customers’ expectations are driven
The e-commerce platform recently we see an increase in quality that quential to the global economy and to Where are you finding new ideas? population growth driven not just by entirely around online offerings be-
reported 80% revenue growth, and wasn’t there five years ago. markets. Green: Within Chinese equities, our expats but also by increasingly fami- cause there is not an established phys-
management has shown itself to be One exception is luxury because If the Chinese see a deal can be had top pick is infrastructure. China has lies, which leaves more scope for con- ical retail infrastructure and these
an effective operator targeting a very brand heritage distinguishes these after sanctions, they might think signaled that it will do whatever it sumption to increase. Emaar is one platforms—MercadoLibre in Brazil,
large opportunity. They connect fac- products. Take Hermès Interna- about pulling the trigger on Taiwan. takes—eventually—to stabilize growth. of the leading shopping mall owners. Coupang in South Korea and Taiwan,
tories and farms that have inventory tional. Over the past 20 years to the Green: We see the Taiwan invasion Leading indicators for infrastructure Fassinotti: We own Promotora y and Sea Ltd. in Southeast Asia—are
to consumers in a flash sale format end of 2023, Hermès grew earnings risk as very low on a 10-year horizon. spending are some of the strongest Operadora de Infraestructure in offering consumers access to a much
of time-limited offers at very low 21-fold and revenue 11-fold, with a Beijing believes the East is rising and we’ve seen. We think infrastructure is Mexico, which is doing well on the wider range of products at much
Photograph by Robert Ormerod

cost. They usurped [rival] Taobao to significant part of that growth from the West is declining, and if it waits 20 going to play a bigger role next year back of this reshoring and nearshor- lower prices than previously conceiv-
Photograph by Lexey Swall

become the lowest-cost platform for Asian consumers. China luxury spend years, China will be an even more and related equities will benefit. ing trend as Korean, Chinese, and able. And all of these businesses have
everyday items, a remarkable per capita is only a fifth of that in the dominant player, so there’s no reason Longer term, we talked a lot about other multinational companies set up operated in challenging economic and
achievement. They have a big profit- U.S., so for Hermès, China will be the to rush. Any invasion—according technology, with EVs the tip of the manufacturing bases along that bor- geopolitical conditions successfully.
able business and will be an impor- next China. to People’s Liberation Army docu- iceberg. Two areas where China com- der corridor to the U.S. It’s great management teams and big,
tant component of getting the domes- Phillpotts: That may be the case for ments—would be exceptionally diffi- petition will go global: robotics and In India, the market has done well. open-ended opportunities.
tic economy going. They also have Hermès and its positioning, but we cult militarily and economically and aviation, so sector ETFs are a play We have switched from financials,
grown their export business, Temu, have seen multinationals use that involve a huge risk for the Chinese over a three- to four-year horizon. which have been popular, toward Thanks, all. B
Tech Trends with

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F UN DS Scoreboard: Rally On
U.S. stocks continued the post-election rally, with the S&P 500 up another 1.27%. The U.S. rally drove
Japan stocks up 4.31%. Elevated bonds yields continued to hit real estate funds, down 2.49%.
One Week Year-to-Date
U.S. STOCK FUNDS 0.31% 23.56%
TOP SECTOR / Japanese Funds 4.31 13.09
Many Active ETFs Lack

BOTTOM SECTOR / Real Estate Funds – 2.49 12.22
S&P 500 1.27 27.37
U.S. BOND FUNDS 0.46 5.29
Bloomberg Barclays AGG Bond 0.56 2.91
True Stockpickers The Week's Top 25

Fund Investment
Upright Growth Fund / UPUPX
Quantified STF Inv / QSTFX
Objective
Global Multi-Cap Core
Flexible Portfolio
One Week
7.64%
6.74%
Year-to-Date
22.6%
29.3%
HCM Tactical Growth A / HCMGX Multi-Cap Growth 5.70 39.3
Fidelity Adv Semicnd A / FELAX Science & Tech 5.67 44.6
Am Beacon ARK TI Y / ADNYX GL Science/Tech 5.64 15.3
Alger AI Enblrs&Adptrs Z / AAIZX GL Science/Tech 5.64 NA
BY LEWIS BRAHAM best active managers, David Giroux. His Hennessy Japan Inst / HJPIX Japanese 5.56 25.6
T Rowe Price Sci&Tch / PRSCX Science & Tech 5.47 44.0
older $67 billion mutual fund T. Rowe
B
Matthews Asia Jpn Inst / MIJFX Japanese 5.44 22.1
y most accounts, the actively Price Capital Appreciation (PRWCX), Alger Conc Eqty Z / CNEZX Large-Cap Growth 5.31 NA
managed exchange-traded-fund which is closed to new investors, has Fidelity Srs BlueChp G / FSBDX Large-Cap Growth 5.24 43.4
Alger 35 Z / ATVPX Multi-Cap Growth 5.21 56.9
market has exploded in recent beaten 99% of its peers in Morningstar’s Fidelity OTC / FOCPX Large-Cap Growth 5.15 36.7
years. But if you look beneath the Moderate Allocation fund category in the Fidelity Blue Chip Gr / FBGRX Large-Cap Growth 5.15 43.6
Fidelity Sel Technlgy / FSPTX Science & Tech 5.13 40.8
surface, things aren’t quite as they appear. past 15 years. The ETF is a stock-only fund,
Mercator Inter Opp Inst / MOPPX Intl Multi-Cap Growth 5.11 1.1
According to a recent Morningstar re- while the mutual fund also owns bonds. Berkshire Focus / BFOCX Multi-Cap Growth 5.10 68.1
port, of the 1,619 actively managed ETFs Although Giroux trades the ETF’s Fidelity Adv Tech A / FADTX Science & Tech 5.09 40.5
Fidelity Adv Srs Gro Opp / FAOFX Multi-Cap Growth 5.09 44.8
available, 82% were listed since 2020. By holdings less than the mutual fund’s, it’s Alger II Spectra Z / ASPZX Large-Cap Growth 5.08 53.9
comparison, 29% of index-tracking ETFs very much an active fund, he says, not Fidelity Sel Semicnd / FSELX Science & Tech 5.07 46.1
were listed during that period. Yet many of only by what it holds, but what it doesn’t Upright Growth & Income / UPDDX Equity Income 5.04 51.8
BlackRock Tech Oppt Inst / BGSIX GL Science/Tech 5.03 40.2
these ETFs aren’t what traditional mutual hold: “Sometimes the stocks you don’t Baron Technology Inst / BTECX GL Science/Tech 4.99 50.2
fund investors would consider active. About own are more important to performance One Rock Fund / ONERX Multi-Cap Growth 4.96 60.9
a fourth of the $773 billion assets in active than the ones you do.” Giroux is particu- The Week's Bottom 10
ETFs are managed by Dimensional Fund larly focused on companies’ capital alloca- Fund Investment Objective One Week Year-to-Date
Advisors and Avantis Investments, which tion—their strategic spending decisions, Kinetics SO & CR Inst / LSHUX GL Sm/Mid-Cap – 13.85 115.8
Kinetics Paradigm NL / WWNPX Mid-Cap Growth – 13.49% 120.3%
run so-called “systematic strategies” that dividends, share repurchases, and acquisi- Kinetics SC Oppty NL / KSCOX GL Sm/Mid-Cap – 11.42 91.7
employ small but important active tweaks to tions. The fund’s analysts are also forward Kinetics Mkt Opps NL / KMKNX Flexible Portfolio – 10.55 109.6
what are basically indexed strategies. looking in their on-the-ground research, Schwartz Inv Val Focused / RCMFX Multi-Cap Growth – 7.74 51.1
Ave Maria Value / AVEMX Multi-Cap Core – 4.92 31.4
The popular $34 billion Dimensional finding information out about companies Kinetics Global NL / WWWEX GL Sm/Mid-Cap – 4.45 85.1
U.S. Core Equity 2 ETF (ticker: DFAC) is that isn’t available in backward-looking Kinetics Internet NL / WWWFX Science & Tech – 3.68 92.1
Fidelity Sel Transport / FSRFX Industrials – 3.39 11.7
active, but it holds 2,664 stocks in its port- data that quantitatively run active funds
Columbia RE Equity I / CREEX Real Estate – 3.28 13.9
folio, according to Morningstar. While it analyze.
The Largest 25
makes some modest value and other factor That is why, even though the fund holds Assets 3-Year* 1-Week YTD
tilts, its returns will be significantly corre- some index mainstays such as Microsoft Fund Investment (billions) Objective Return Return Return
lated to total-market index funds like Van- and Nvidia, it also has a significant over- American Funds Gro A / AGTHX $146.0 Large-Cap Growth 9.0% 2.11% 32.4%
Fidelity SA US Tot Stk / FCTDX $136.4 Multi-Cap Core 12.0% 1.14% 28.6%
guard Total Stock Market (VTI). weight—7.4% versus the S&P 500’s 2.5%—
Fidelity Contrafund / FCNTX 136.2 Large-Cap Core 13.4 3.37 41.1
What is largely absent are ETFs with in nominally boring utilities such as Ame-
American Funds Bal A / ABALX 109.1 Mix Tgt All Gro 6.9 0.92 17.1
managers who employ teams of analysts ren, CenterPoint Energy, NiSource, and Vanguard Tgt Ret2035 Inv / VTTHX 101.8 Mixed-Asset Target 2035 5.2 1.27 15.3
doing deep research of individual compa- Exelon. Giroux was early in understand- PIMCO Income Inst / PIMIX 100.5 Multi-Sector Inc 2.8 0.51 6.5
nies. Unfortunately, Morningstar doesn’t ing how vital utilities would be in generat- Vanguard Wellington Adm / VWENX 98.6 Mix Tgt All Gro 6.4 1.15 17.8
have a screening tool yet to eliminate sys- ing the added power necessary to run arti- Vanguard Tgt Ret2030 Inv / VTHRX 96.7 Mix-Asst Targ 2030 4.4 1.20 13.9
tematic strategies and find such traditional ficial-intelligence systems. American Funds ICA A / AIVSX 91.9 Large-Cap Core 13.6 1.16 27.4
Vanguard Tgt Ret2040 Inv / VFORX 91.1 Mixed-Asset Target 2040 5.9 1.37 16.6
stockpickers. Still, there are a handful. The Putnam Focused Large Cap
Vanguard Tgt Ret2045 Inv / VTIVX 89.1 Mixed-Asset Target 2045 6.6 1.45 17.9
One way to find them is by reputation. Value ETF (PVAL), which holds only 44 American Funds Wash A / AWSHX 87.5 Large-Cap Value 11.8 0.06 21.6
Shops like T. Rowe Price, Fidelity, Capital stocks, has a similar traditional style. “Our American Funds Inc A / AMECX 78.3 Mix Tgt All Mod 6.7 0.23 14.4
Group, Franklin Resources, and J.P. Mor- main source of alpha [or risk-adjusted Vanguard Tgt Ret2025 Inv / VTTVX 76.4 Mixed-Asset Target 2025 3.7 1.08 12.4
gan are well known for their stock-picking outperformance] is our big analyst team Fidelity SA US Total Stk / FSAKX 76.0 Multi-Cap Core 0 1.11 0
mutual funds and offer similar ETFs. that’s coming up with differentiated for- Vanguard Tgt Ret2050 Inv / VFIFX 75.9 Mix-Asst Targ 2050 7.1 1.50 18.8
American Funds FInv A / ANCFX Large-Cap Core 12.1 1.47 26.5
You can also look at the number of ward-looking views on stocks,” says Caro- 74.9
Dodge & Cox Income I / DODIX 72.2 Core Bond 0.1 0.63 4.6
stocks that an ETF holds. Most old-school line Edwards, a senior client portfolio
Vanguard PRIMECAP Adm / VPMAX 71.0 Large-Cap Core 10.3 1.51 18.2
active managers typically want to own manager with the fund. Putnam’s manage- Fidelity SA Core Inc / FIWGX 69.0 General Bond – 1.3 0.52 4.2
only their analysts’ best ideas instead of ment has access to over 30 analysts for its Dodge & Cox Stck I / DODGX 68.0 Multi-Cap Value 11.7 – 1.21 20.3
hundreds of stocks selected by a quantita- stock research, and their diligence has American Funds EuPc R6 / RERGX 65.8 Intl Large-Cap Growth 0.8 2.86 11.0
tive screen. The T. Rowe Price Capital paid off. The fund’s 15% three-year annual- American Funds CIB A / CAIBX 63.2 Global Equity Income 6.5 0.36 12.8
Appreciation Equity ETF (TCAF), which ized return beats 99% of its Large Value JPMorgan LgCp Gro R6 / JLGMX 63.0 Large-Cap Growth 12.6 3.37 38.1
Fidelity Blue Chip Gr / FBGRX Large-Cap Growth 11.7 5.15 43.6
launched in June of last year, typically fund category peers and its benchmark by 62.2
holds 100 stocks. It’s run by one of the a wide margin. B *Annualized 12/01/2021 to 12/05/2024. Through Thursday. Source: Lipper
I N C O M E I N V E ST I N G
How Trump Tax Policy
Could Weigh on Munis
BY AMEY STONE AMT, says Timlin. “The devil is in the de-
tails. We have to pay attention.”
C
hanging tax policy is on the Another example: Trump has proposed
agenda of the incoming Trump lowering the corporate income-tax rate,
administration, and that makes now at 21%, to 15%, which would make
municipal bond investors ner- munis’ tax-exempt yields less attractive for
vous. Indeed, steady-eddie munis dipped insurance companies and banks, says Lyle
immediately after the election as the pros- Fitterer, who co-leads the municipal sector
pect that Trump tax cuts from 2017 will be at Baird Asset Management.
extended—and possibly new cuts added— About 25% of munis are held by insurers
made muni tax advantages less attractive. or banks that pay corporate tax rates, says
“If it had been a blue wave, munis would Fitterer. “They won’t be sellers, but won’t
have gotten a bid,” says Jeff Timlin, portfolio buy more. On the margin, it could have an
Sneak a Read
manager for tax-exempt fixed-income strate- impact.”

gies at Sage Advisory in Austin, Texas. Investors are also focusing on changes
It has now been about a month since the to state and local tax deductions, known as
Head into the weekend with a election, and muni bonds have regained a SALT. The deduction is now capped at
sneak preview of the Barron’s spring in their step. The $41 billion iShares $10,000 a year, but it could rise to
National Muni Bond exchange-traded $20,000 or $40,000. It also could be a
magazine headlines with our fund, the largest muni index fund, gained a bargaining chip for other tax cuts and re-
convenient email newsletter— percentage point in November and is up main the same. “You just don’t know,” says
every Friday evening. 2.7% year to date. It yields 3.4%, which Fitterer, who says a higher cap could lower
translates into nearly 6% for high earners. demand for state munis in high-tax states.
Munis offer “good, risk-adjusted return,” “The SALT cap may come down to an 11th
says Paul Karger, who runs TwinFocus hour negotiation,” he says.
Capital Partners, a Boston wealth manage- Most threatening would be a proposal
ment firm. That said, he recommends in- to limit the tax-free nature of munis, which
vestors stick with shorter maturities to has been floated as a way to raise income.
avoid interest-rate risk, and remain mindful If that were to occur, existing munis would
of credit risk. “Municipal securities will still likely be grandfathered in, but that
provide significant tax benefits for the right wouldn’t raise much revenue, says Fitterer.
investors, even if the Trump administration It is generally considered unlikely, but
generally lowers taxes,” he says. could resurface as a proposal.
Sign up Muni portfolio managers are keeping
close watch on proposed Trump tax poli-
Karger’s best guess is that changes to
the tax code won’t have a major impact on
Barrons.com/BarronsPreview cies. There are several that, if enacted, muni demand. “It will be hard to pass tax
could reduce demand for munis, although savings without tax-generating provisions
the impact isn’t likely to be dramatic. somewhere else,” which means a continu-
For example, the alternative minimum ing need for tax-free income for investors
tax is in play. Most high earners were ex- in higher tax brackets, he says.
empted from having to pay the higher And munis look attractive against Trea-
AMT rate as a result of changes passed as suries as worries about the federal deficit
part of Trump’s 2017 package of tax cuts. grow. Some state budgets are adjusting to
Those provisions are set to expire at the the loss of Covid funding, but most are in
end of next year. The higher AMT exemp- good shape, says Timlin. His firm’s research
tion is likely to get extended, but may be shows that since 2012, municipal debt has
part of budget negotiations since lowering grown 2.3%, corporate debt 60%, and fed-
it would raise lots of federal revenue. That eral debt 130%. “As concerns about debt
would hurt munis that are subject to the levels grow, that looks more like a plus.” B
EC ONOMY
The Fed confronts a resilient economy, a cooling
labor market, sticky inflation, and exuberant
financial conditions, plus uncertainties like tariffs.
Jobs Data Seal a Rate

since July 2000. inflation. Even so, optics would make
Given the largely as-expected jobs it difficult for the Fed to cut rates if the
report, the federal-funds futures mar- CPI were ticking higher, so the central
ket put an overwhelming 85.1% proba- bank would want to get ahead of that.
Cut—But Little Else

bility the Federal Open Market Com- Similarly, Nomura economists are
mittee would lower its key policy rate forecasting only two 25-basis-point rate
by 25 basis points from the current cuts before the Fed pauses in 2025. By
target range of 4.5% to 4.75% at the comparison, Bank of America econo-
conclusion of its two-day policy meet- mists expect three such cuts next year,
ing on Dec. 18, according to the CME which is in line with the fed-funds fu-
T
FedWatch site. (A basis point is tures market’s pricing, shown in the
he latest employ- the headline number either way. (Isn’t 1/100th of a percentage point.) chart here. J.P. Morgan economists look
ment data likely it time to get away from rounding to That pretty much assumes that the for four cuts totaling a full percentage
cemented another one decimal, a practice more suited to next key data release, November’s point, which would be in line with the
interest-rate reduc- the days we used slide rules instead of consumer price index, doesn’t sur- median from the most recent Summary
tion by the Federal artificial intelligence? That’s from prise to the upside. Economists’ con- of Economic Projections, released at the
Reserve later this someone old and nerdy enough to sensus estimates call for a 0.2% over- September Federal Open Market Com-
month but did little have used a slide rule back at the all rise for the latest month, with a mittee meeting.
to clarify the monetary-policy outlook BY RANDALL Bronx High School of Science.) 0.3% increase in “core” consumer While that was the median projec-
for 2025. W. FORSYTH On the subject of age, that was a prices excluding food and energy, tion, Weinberg points out there is a
The Fed will confront an array of factor in one seemingly worrisome matching the October numbers. wide dispersion of views among
unknowns, including a still-resilient aspect of the unemployment data. The To Carl Weinberg, chief economist FOMC members. He sees the Fed
U.S. economy but a cooling labor mar- labor-force participation rate edged at High Frequency Economics, the wanting to prevent the real (inflation-
ket, stubbornly sticky inflation, and, down to 62.5% last month, from 62.6% employment data show incomes grow- adjusted) policy rate from passively
perhaps, irrationally exuberant finan- in October, which Jefferies chief econ- ing at healthy, 5% annual clip, the re- rising as the inflation rate eases.
cial conditions. That doesn’t include omist Thomas Simons points out was sult of payroll growth, hours worked, Fed Chair Jerome Powell reiterated
the unknowns of the timing and mag- the result of a large number of folks and average hourly earnings. The last this past week that the central bank is
nitude of tariffs to be imposed by the moving up to the 65-plus category. metric shows 4% annual pay growth, in no rush to lower rates while the
incoming Trump administration, plus Among that rapidly expanding which may be worrisome to Fed poli- economy is performing well. Other
any other uncertainties awaiting us in cohort, the labor-force participation cymakers looking to bring inflation Fed officials have been more forth-
the new year. rate dropped to 19.3% from 20%. (The down to their 2% target. right in pushing back against the need
As expected, business payrolls re- increase in their nest eggs from the But Weinberg thinks the Fed will for significant rate cuts.
bounded sharply last month from Oc- stock market likely encouraged many want to bring its fed-funds target Fed Gov. Michelle Bowman opined
tober’s weather- and strike-depressed of them to retire.) Among prime-age down in 2025 before tariffs boost the this past week that it’s “hard to think
tally. The unemployment rate, derived people (25-54 years), the participation inflation gauges. In an interview, he that interest rates are restrictive now,”
from a separate survey of households, rate remains a healthy 83.5%, near distinguishes the impact of one-time a view consistent with stock market
ticked up slightly, however, which re- July’s 84%, which was the highest price hikes from tariffs from ongoing indexes at records, corporate bond
flected mainly technical factors such as yield spreads at historic lows, and
rounding of the number and demo- Bitcoin topping $100,000 this past
graphics of an aging population. Fed to Get Marked to Market? week. In her first policy speech since
Looking to the score card, nonfarm Fed-funds futures look for fewer rate cuts in 2025 than the Fed's September being named to the post, Cleveland
payrolls rose by a 227,000 in Novem- Summary of Economic Projections. A new SEP, due Dec. 18, may hew closer to Fed President Beth Hammack said
ber, trivially higher than the consensus the market's view with sticky inflation. Friday, “I believe we are at or near the
guess of 220,000, with an upward Market's Expectations FOMC Summary of Economic Projections point where it makes sense to slow the
revision totaling 56,000 in the two pace of rate reductions.”
preceding months. Last month’s show- 5.0% A clash between Powell and Don-
ing was a marked bounceback from ald Trump could be in the offing next
October’s revised 36,000 rise, which 4.5 year, writes Greg Valliere, chief U.S.
was depressed by hurricanes and the policy strategist for AGF Investments.
effects of the strike against Boeing. 4.0
While Trump probably can’t fire Pow-
The headline jobless rate edged up ell, the president-elect could try to
to 4.2% in November from 4.1%, oust the central bank chief if the latter
which largely reflected the conven- 3.5 moves slowly on rate cuts, Valliere
tions of rounding to a single decimal wrote in a client note on Thursday.
place. Last month’s unemployment 3.0 The Fed policy path is clear for this
rate was 4.246%, up from 4.145% in Dec. Jan. Feb. March Apr. May June July Aug. Sept. Oct. Nov. Dec. Jan. month’s meeting following the job
October, so a few thousandths of a '24 '25 '26 report. For the year ahead, however, it
percentage point could have moved Sources: Federal Reserve, CME FedWatch Tool is strewn with myriad uncertainties. B
T E CH T RADER
Until a new management team shows it can
balance Intel’s short- and long-term priorities,
investors should avoid the stock.
Intel’s Next CEO Will

The company said that its board of of $8 billion to Intel from the Chips
directors had formed a search com- Act is helpful, but it amounts to less
mittee and “will work diligently and than two quarters of the company’s
expeditiously to find a permanent capital expenditures.
Have Choices—None
successor to Gelsinger.” The new CEO may be faced with a
choice that Gelsinger was reluctant to
O
n Thursday, Intel named make: selling off pieces of the com-
two new independent di- pany. Spinoff possibilities include
Of Them Good
rectors to its board—a Intel’s 88% stake in Mobileye’s self-
former CEO of semicon- driving chip business, worth about
ductor equipment manufacturer $13 billion, Altera and its embedded
ASML and the interim CEO of Micro- chips, or the manufacturing arm,
chip Technologies, a maker of low- which lost $11 billion on $13 billion in
end chips. revenue in 2024. Intel has to maintain
The additions could suggest Intel is a controlling interest in its manufac-
P
at Gelsinger’s reign at became CEO in 2021, the problem had aiming to find another engineer to turing as a requirement of accepting
Intel began nearly four deepened. Gelsinger’s main goals replace Gelsinger. the Chips Act money.
years ago with a flood were to re-establish that tech leader- Intel’s CEO move was unusual, Another choice may be finding a
of initiatives and hope ship and accept third parties as man- both for its immediacy and because it buyer for the entire company; the
for the future of the ufacturing customers. backdated Gelsinger’s departure to stock trades at just 1.3 times tangible
tech titan. It ended So far the plan hasn’t come to Sunday, a day before the press re- book value.
with a whimper. much. In order to keep its chips on lease. That there was no replacement In absolute terms, though, Intel
When Gelsinger stepped down this BY ADAM the cutting edge, Intel has been forced waiting in the wings underscores the still isn’t cheap, with a market value
past week, he got no farewell grace LEVINE to turn to TSMC to manufacture some unplanned nature of the move, and of $96.5 billion. A purchase would
period and there was no successor in of those very chips, for the first time has led to speculation that there was a require a buyer with very deep pock-
place. Now the short-term demands of going to an external vendor. Intel con- boardroom showdown over the week- ets, or one that plans to sell off assets
investors may be at odds with the tinues to pin its hopes on its own end. after the purchase. A deal would be
long-term health of the company. manufacturing lines that are due to Intel declined to comment to Bar- tricky to pull off, with a lot of delicate
Intel stock initially rallied on the launch in mid-2025. These launch ron’s about the CEO move and the political angles.
news of Gelsinger’s immediate retire- dates tend to be more aspirational latest board additions. Ultimately, any new CEO will be
ment. But within hours, the shares than fixed. Investors want cost reductions, faced with bad choices. Short-term
were losing steam. By Thursday’s So what now? which Gelsinger had already begun, thinking is what put Intel in this posi-
close, they had lost 13.6% over the With Monday’s announcement, including laying off 15% of Intel’s em- tion, and it won’t extricate it, either.
four trading sessions since Gel- Intel now has two interim CEOs. ployees and canceling the dividend. In Intel’s favor is its unique posi-
singer’s announcement. It’s a sign Whoever is chosen to fill the job on a But those immediate demands of in- tion in the U.S. as the only manufac-
that investors don’t believe the switch permanent basis will face the same vestors are at odds with the long-term turer with the capability to perhaps
will change the direction of the com- challenges Gelsinger did. health of Intel: The cost reductions catch up to TSMC. That fact is why
pany, at least not yet. Until a new When Intel named Gelsinger in include important investments in re- the company has been the largest re-
management team shows it can bal- 2021, Intel bulls cheered his engineer- search and development and capital cipient of Chips Act grants, 24% of all
ance Intel’s short- and long-term pri- ing background and hoped he would expenditures. grants so far.
orities, investors should avoid the return to the company to chipmaking How do you cut expenses while There is a lot of political will be-
stock. primacy. Though the plan didn’t work still meeting the most important goal hind Intel from both parties. But
“While investors may consider this out, Intel still needs that kind of ex- of catching up to TSMC’s technology? willpower alone won’t solve Intel’s
news a positive, we see continued pertise. The U.S. government’s recent grant problems. B
evidence of Intel unable to overcome
roadblocks, self-inflicted or other-
wise,” Edward Jones analyst Logan
Purk wrote to clients on Monday.
“While a new CEO could potentially “While a new CEO could potentially inject
inject renewed optimism, the new
leader will likely face a litany of issues renewed optimism, the new leader will likely
Courtesy Intel Corporation

to tackle before they can right-size
Intel.” face a litany of issues to tackle before they
Intel’s No. 1 problem is that it lost
chip manufacturing technological can right-size Intel,” Edward Jones analyst
leadership to Taiwan Semiconduc-
tor Manufacturing somewhere Logan Purk wrote to clients this past week.
around 2018. By the time Gelsinger
Read it weekly.
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MARKET WEEK
December 2 through December 6, 2024
Donald Trump’s threatened tariffs on U.S. Why Verizon Is Telecom’s Best Bet
International Trader P. 39 Winners & Losers P. 42 trade partners come to fruition, that could Verizon Communications has had a
Striking Price P. 40 Research Reports P. 43 further reignite inflation concerns.“If you subpar 2024, but it isn’t time to hang up
Inside Scoop P. 41 Statistics P.44 take Trump’s policies at face value, there is a on the wireless giant just yet. Next year
13D Filings P. 41 worry that it adds significantly to the deficit. looks more promising.
That and tariffs could add to inflation,” says While Verizon stock is up a respectable
Matt Eagan, portfolio manager and head of 13% this year, it has lagged behind the
the full discretion team at Loomis Sayles. broader market—and its two top telecom
“The knee-jerk reaction is that the Fed rivals. The S&P 500 has gained 28% this
would lean in against that, and it may be year, AT&T has surged 40%, and T-Mobile
tough for it to keep cutting rates.” has soared more than 50%.
Still, there are hopes that Trump’s tough Verizon, though, is still expected to grow
MARKET PERFORMANCE DASHBOARD
talk turns out to be just that. “I expect that its revenue and earnings in 2025 at a slightly
the bite will be less than the bark from faster clip than AT&T, which wowed Wall
Dow Jones Industrials S&P 500 Nasdaq Composite IShares Bitcoin Trust ETF
Trump,” says David Kelly, chief global Street by offering upbeat guidance at its Are you starting an advisory
strategist with J.P. Morgan Asset Manage- annual investor day presentation on Dec. 3.
44,642.52 6090.27 19,859.77 $57.80 ment. Kelly argues that unless there are
significant policy changes in Washington,
AT&T’s stock rose to its highest level in
more than three years on the news. But ana-
business or considering a new
52-wk: +23.16% YTD: +18.45% Wkly: -0.60% 52-wk: +32.27% YTD: +27.68% Wkly: +0.96% 52-wk: +37.88% YTD: +32.30% Wkly: +3.34% 52-wk: N/A YTD: +117.05% Wkly: +4.69% “2025 should be much like 2024, and that’s
a good backdrop for equities.”
lysts are forecasting a 2% bump in sales and
3% increase in earnings for Verizon next custodian?
Kelly concedes that valuations, with the year, compared with 1% gains in profits and
8%
S&P 500 trading at 22 times 2025 earnings revenue for AT&T. Despite this, Verizon
Retail Therapy Records Everywhere estimates, are rich. But that doesn’t concern trades at nine times 2025 earnings estimates, Interactive Brokers helps RIAs and financial advisors
Stock indexes rose to fresh all-time highs The S&P 500, Dow Jones Industrial Average, 6 him necessarily. “Yes, U.S. equities are expen- a small discount to AT&T’s valuation of quickly build competitive advantage, efficiently manage
on Monday, as initial data showed Black and Nasdaq all closed at record highs on sive. But they could get more expensive.” nearly 11 times next year’s profit projections.
Friday and Cyber Monday spending hitting Wednesday. The price of Bitcoin topped $100,000.
their business, and serve clients at lower costs – and we
It all depends on whether the “good” as- But the best news for Verizon investors—
records of their own. 4
pects of Trumponomics outweigh possible if not necessarily customers—is that the com-
don’t compete with you for clients.
negatives that may boost inflation. Nelson pany no longer needs to offer aggressively
2 Yu, head of equities at AllianceBernstein, discounted plans to entice people to sign up.
thinks investors can continue to bet on the Morningstar analyst Michael Hodel says that
American exceptionalism trade. He says “pricing discipline will drive most of Veri- PROFESSIONAL PRICING GLOBAL MARKETS
0
deregulation and lower taxes should help zon’s growth.” Hodel calls Verizon “the most No ticket charges, custodial Trade stocks, options, futures,
boost profits for all companies, leading to a attractive of the three major U.S. wireless fees, minimums, and no fees for currencies, bonds and funds on over
-2 further broadening out of the rally beyond carriers,” with a fair-value estimate for the technology, software, platforms, 150 global markets from a single
the tech giants of the Magnificent Seven. stock of $53, nearly 25% over current levels. or reporting. unified platform.
All Quiet Nuanced Numbers -4 The “other 493” stocks in the S&P 500, as Verizon is also working on a deal that
Low commissions, starting at $0 for
Stocks had an up-and-down trading Friday data showed a rebound in hiring in well as small- and mid-caps, should benefit, could give it a longer-term boost, a planned FINANCIAL STRENGTH
US exchange-listed stocks and ETFs.1
session on Tuesday, without a prevailing November from October’s hurricane-affected too. “There are a lot of catalysts for a broader $20 billion acquisition of Frontier Commu- IBG LLC’s strong financial position,
-6 with over $16 billion in equity capital,2
direction. Wall Street’s fear gauge slump, although the unemployment rate rose segment of companies to do well,” Yu says. nications, which operates a leading fiber-
continued its postelection calm. and the labor-force participation rate fell. In other words, investors have to broaden optic network. The acquisition should bol- ADVANCED TECHNOLOGY a conservative balance sheet and
-8 their horizons. “The best prescription for ster Verizon’s so-called convergence strategy, Fast and reliable client onboarding. automated risk controls are designed
Monday Tuesday Wednesday Thursday Friday Close uncertainty is to embrace diversification,” offering customers a mix of wireless and to protect you and your clients.
Professional trading platforms for
says Matt Stucky, chief portfolio manager fiber phone, internet, and TV services.
S
Note: N/A=not applicable Source: Barron’s Statistics
mobile, web, and desktop, and
of equities at Northwestern Mutual Wealth That could help Verizon compete more
comprehensive tools including
tocks are heading into Management. That goes without saying in effectively not just against AT&T but also For the 6th year in a row,3 Barron’s
Model portfolios, trade allocation,
the final stretch of 2024 and the Nasdaq advancing 3.3%. And the Fed’s preferred inflation any market environment. But it may be cable rival Comcast. TD Cowen analyst
THE TRADER
portfolio management, ESG scores, named Interactive Brokers as #1
near record highs. But at the risk of being an investing gauge, the core personal consumption even more important now. Gregory Williams said in a report in October
and PortfolioAnalyst®, to consolidate – Best Online Broker in 2023
Traders are optimistic, Grinch, inflation could wind up dent- expenditures index, is up 2.6% over your clients’ entire portfolio.
dare we say giddy, about ing this impressive Santa Claus rally. the past 12 months. That’s still a ways
outlooks for the market Market experts are slightly concerned off from 2%, though, which could
and economy in 2025. about the fact that it’s taking longer for mean the Fed may slow the pace of
Vital Signs
Friday’s Week’s Week’s Friday’s Week’s Week’s The best-informed investors choose Interactive Brokers
The job market remains fairly solid. inflation to retreat to the 2% level that interest-rate cuts next year. % Chg. % Chg.
Inflation
Close Change Close Change
Earnings are expected to be strong BY PAUL R. the Fed would like to see. Pricing pres- Saira Malik, chief investment DJ Industrials 44642.52 -268.13 -0.60 Barron’s Future Focus 1271.18 +10.90 +0.86
DJ Transportation 16879.40 -739.23 -4.20 Barron’s Next 50 4092.73 +132.96 +3.36
next year. The Federal Reserve is cut- LA MONICA sures have remained stubborn. officer at Nuveen, says she’s in the Contact our Institutional sales team
Must Cool
DJ Utilities 1035.53 -43.42 -4.02 Barron’s 400 1340.39 -13.13 -0.97
ting interest rates. And, thanks to the That’s why Wall Street will be higher-for-longer camp when it DJ 65 Stocks 14097.95 -269.58 -1.88 to learn how we can help grow your
Last Week Week Earlier
Republican sweep in Washington, the closely watching the consumer price comes to interest rates. “We could DJ US Market 1491.02 +14.60 +0.99 NYSE Advances 1,060 1,932 business at 855-861-6414 or visit
For Stocks
market is betting on lower taxes, de- index report for November that comes have sticky inflation and a stronger NYSE Comp. 20107.79 -164.25 -0.81 Declines 1,789 916
regulation sparking a merger boom, out on Dec. 11. Economists are fore- economy,” she says. “The markets NYSE Amer Comp. 5123.58 -118.73 -2.26 Unchanged 38 41
S&P 500 6090.27 +57.89 +0.96 New Highs 339 582
ibkr.com/whyria
To Keep
and fiscal stimulus pushing growth casting that overall prices rose 2.6% were optimistic earlier this year that
S&P MidCap 3331.37 -34.81 -1.03 New Lows 96 68
rates even higher. Since the elections, over the past 12 months and that the inflation was decelerating at an ac- S&P SmallCap 1510.70 -21.91 -1.43 Av Daily Vol (mil) 4,129.5 3,819.0
the S&P 500 index has gained 5.3%; core figure, which excludes food and ceptable rate, but that last mile will
Sizzling
Nasdaq 19859.77 +641.61 +3.34 Dollar (Finex spot index) 105.97 105.74
the Nasdaq Composite, 7.6%; and the energy costs, was up 3.3%. That would be difficult for the Fed to tackle.” Value Line (arith.) 11680.20 -75.77 -0.64 T-Bond (CBT nearby futures) 119-31 119-16 Interactive Brokers LLC is a member of NYSE, FINRA, SIPC [1] IBKR Lite provides commission-free trades in US exchange-listed
Dow Jones Industrial Average, 6%. be unchanged from October but down The political landscape is a concern, Russell 2000 2408.99 -25.73 -1.06 Crude Oil (NYM light sweet crude) 67.20 68.00 stocks and ETFs routed to select market makers. IBKR may charge non-commission related fees. For more information, see ibkr.
DJ US TSM Float 60832.83 +545.82 +0.91 Inflation KR-CRB (Futures Price Index) 286.34 286.94 com/liteinfo [2] Includes Interactive Brokers Group and its affiliates. [3] For more information, see ibkr.com/awards. Supporting
The rally continued this week, with from a 3.4% total increase in Decem- too. The “red wave” could lead to more documentation for any claims and statistical information will be provided upon request.
Gold (CMX nearby futures) 2638.60 2657.00 11-IB24-1673 RIA-HP
the Dow off 0.6%, the S&P 500 up 1%, ber 2023 and a 3.9% rise for the core. inflation due to fiscal stimulus. And if
Monitor the Movement of the 11 Sectors Industry Action

Performance of the Dow Jones U.S. Industrials, ranked by weekly percent change.*
and 500 Components of the S&P 500
SPDRs SECTOR TRACKER

Technology 3.98%
Consumer Services 3.56
Consumer Goods 2.06
1 DAY 5 DAY 1 MONTH 3 MONTH 6 MONTH YTD 1 YEAR 5 YEAR –0.98 Telecommunications
S&P 500 INDEX

–1.72 Financials
XLV HEALTH CARE
–1.75 Industrials
XLC COMMUNICATION SERVICES XLI INDUSTRIALS
–1.86 Health Care
XLY CONSUMER DISCRETIONARY XLB MATERIALS –3.08 Basic Materials
XLP CONSUMER STAPLES XLRE REAL ESTATE –3.83 Utilities
–4.49 Oil & Gas
XLE ENERGY XLK TECHNOLOGY
Source: S&P Dow Jones Indices

XLF FINANCIAL XLU UTILITIES
that the “convergence play will help Verizon manager thinks that there will finally be a
Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF maintain its consumer momentum.” The bet rebound in 2025. “There is absolutely pent-
is that customers who sign up for both FiOS up demand for new construction and hous-
An investor should consider investment objectives, risks, charges and expenses carefully before TV and internet services, as well as a wire- ing,” says Nick Frelinghuysen, co-chief in-
investing. To obtain a prospectus, which contains this and other information, call 1-866-SECTOR-ETF or visit less phone, are less likely to cancel either vestment officer of equities at Chilton Trust.
www.sectorspdrs.com. Read the prospectus carefully before investing. service in favor of a rival’s offerings. “And this is an area of the economy that the
All ETFs are subject to risk, including possible loss of principal. Sector ETF products are also subject to sector risks and non-diversification Nobody is confusing Verizon with Nvidia new presidential administration and the Fed
risks, which generally results in greater price fluctuations than the overall stock market. Ordinary brokerage commissions apply. or any of the other highflying tech stocks. would love to see stimulated.”
TheS&P500isanindexof500commonstocksthatisgenerallyconsideredrepresentativeoftheU.S.stockmarket.Youcannotinvestdirectly But Verizon offers investors a huge dividend He is betting on a rebound through a com-
in an index.
and steady, if not spectacular, earnings bination of builders and retailers that have
ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust. growth. Its dividend yields 6.4%, compared close ties to housing. His firm owns shares
with 4.7% for AT&T, and 4.2% for a 10-year of Lennar and Champion Homes, as well
Treasury bond, making it a safe bet for in- as Home Depot and Sherwin-Williams.
vestors who still crave a solid total return. Even though several housing-related
Can you hear me now? stocks have posted solid gains this year, the
iShares U.S. Home Construction and the
Signs of a Housing Turnaround SPDR S&P Homebuilders ETFs both
Housing stocks didn’t get the boost they trade at forward price/earnings ratios in
were supposed to when the Fed cut interest the midteens, slightly below their five-year
rates in September and again in November. highs. “Valuations are not extremely
A delayed bounce may be coming soon. stretched,” Frelinghuysen notes.
The iShares U.S. Home Construction Builders may also benefit more than exist-
exchange-traded fund has fallen 4.1% since ing home sellers because they can lure buy-
the Fed first moved on Sept 18. It isn’t hard ers with offers to purchase a house at a lower
to see why. When the Fed cut rates, long- mortgage rate than they can get at a bank,
term bond yields spiked, causing mortgage says Sean Dobson, CEO and founder of real
rates to rise with them. estate investment firm The Amherst Group.
Now, Treasury yields have finally Investors may get a better read on hous-
started to recede again ahead of the Dec. ing on Dec. 9 when luxury-home builder
17-18 Federal Open Market Committee Toll Brothers reports its latest quarterly
meeting, when the central bank could cut results. Analysts are expecting about 5%
again. That could eventually lead to a dip year-over-year growth in earnings and
in mortgage rates, which would be good revenue. But builders seem increasingly
news for prospective home buyers—and upbeat about next year, particularly after
investors in housing-related stocks. the election.
The housing sector needs all the help it “Builders are expressing increasing
can get. Home sales have been sluggish for confidence that Republicans gaining all the
Awe-inspiring homes the better part of two years due to afford- levers of power in Washington will result in
delivered to your inbox ability concerns. There are some nascent significant regulatory relief for the industry
signs of a turnaround, though. Pending that will lead to the construction of more
Subscribe today at home sales rose in October, the third consec- homes,” says Carl Harris, chairman of the
Mansionglobal.com/newsletters utive month of increases. And existing-home National Association of Home Builders, in
sales were up in October, as well, the first a report put out by the NAHB and Wells
RALPH (RAVI) KAYDEN/UNSPLASH © 2023 DOW JONES & COMPANY, INC. ALL RIGHTS RESERVED. 2E6146 year-over-year gain since July 2021. New- Fargo in mid-November.
home sales are still falling. But one portfolio A little confidence can go a long way. B
INTERNATIONAL TRADER
South Africa’s Stock Rally
May Last a While Longer
BY CRAIG MELLOW the railroads from their pits to ports,
for instance.
S
outh Africa’s Government of The consumer economy is getting a more
National Unity, or GNU, has kept immediate jolt from a pension reform that
the lights on, and itself intact, for allows employees to tap 10% of their retire-
nearly half a year now. That has ment savings annually. That has made Aser-
been enough to push the iShares MSCI koff bullish on retail and banking stocks.
South Africa exchange-traded fund up Curtis is a buyer of South African
17% and yields on 10-year sovereign bonds, too. Creeping privatization could
bonds down by nearly two percentage boost growth—which limped along below
points. 2% annually for most of the past decade—
Upgrade
The government joins the African without igniting inflation, he says. That
National Congress, or ANC, heirs to would help the government reduce debt,
Nelson Mandela’s antiapartheid struggle, now above 70% of gross domestic prod-
with the white-dominated, pro-business uct, without painful expenditure cuts.
Democratic Alliance. “Revenue should improve,” he concludes.
“The GNU has cemented some of the
previous government’s better policies,
and they have changed the PR a bit,” says
Kieran Curtis, head of emerging market
“I’m still pretty happy.”
Rory Kutisker-Jacobson, a portfolio
manager at Allan Gray in Cape Town,
feels like he has seen this movie before.
Your Gifting
local currency debt at asset manager South African markets caught fire in 2017 Tackle everything on your list with
© 2024 Dow Jones & Company, Inc. All rights reserved. 2E6228
abrdn. The GNU also just passed 250 when current President Cyril Ramaphosa
days without blackouts from beleaguered took over the ANC and then the presi- Mansion Global Boutique’s Holiday Gift Guides,
national utility Eskom. dency. The good vibes dramatically faded.
Investors are divided on how far the “Having lived through Ramaphoria, I’m your one-stop shop for chic and stylish presents
rally can run without more-substantive once bitten, twice shy,” Kutisker-Jacobson
achievements. Both sides start from South says. “It feels like sentiment has run far that’ll appeal to the most discerning tastes.
Africa’s daunting challenges: Official un- ahead of structural improvements again.”
employment runs above 30%. Investment Seun Oyegunle, portfolio manager
in the critical mining sector has dwindled for the T. Rowe Price Africa & Middle East mansionglobal.com/boutique/gift-guides
to near zero, thanks to prohibitive bureau- fund, will believe South African economic
cracy, says Terence McNamee, a Johannes- acceleration when he sees it. “The market
burg-based fellow with the Wilson Center. looks at 2% growth as a magic number,” he
“South Africa has fallen to a third-tier says. “I’m skeptical they can make that
mining destination with a very anachro- sustainedly.”
nistic approach to regulation,” he says. One factor in the country’s favor is
To optimists, that means continued having little direct exposure to the U.S., SCAN TO SHOP
little improvements can go a long way. as President-elect Donald Trump prom-
“What makes the South Africa case really ises to ramp up tariffs. South Africa de-
compelling is that it’s a country with a pends much more on China, and global
strong plan for growth,” says David Aser- manufacturing broadly, for an export
koff, J.P. Morgan’s equity strategist for stream dominated by metals and coal.
emerging Europe and the Middle East. The coalition of rivals in Pretoria
Power provision has improved thanks looks increasingly like providing political
to a sort of ad hoc creeping privatization, stability, too, with the promise of at least
as businesses and households end-run incremental reform. “I thought the GNU
Eskom with their own solar panels. would fall apart at the first sign of stress,”
Aserkoff expects more of the same Oyegunle says. “But they’ve made some
elsewhere: mining companies repairing difficult choices.” B
T H E ST RIKING PRIC E
Options on the iShares Bitcoin Trust are red hot
on anticipation of a more cryptocurrency-friendly
regime. A “risk reversal” strategy can pay off.
The Smart Way to Play Equity Options
Bitcoin for Trump 2.0

CBOE Volatility Index The Equity-Only Put-Call Ratio
VIX Close VIX Futures Put-Call Ratio S&P 500 Index
40 206
35 184
162
30
140
BY STEVEN M. SEARS latory regime could accelerate Bitcoin’s 25
adoption as a currency that is controlled 118
W
hen Donald by market forces, not central banks. 20
96
Trump returns Despite Trump’s support, the Bitcoin
15
to the White investment thesis is speculative until it 74
House in Janu- isn’t. Such is the reality of trading Wash- 10 52
ary after a four- ington policy changes, which are often J F M A M J J A S O N D D J F M A M J J A S O N D
year interreg- more erratic than Bitcoin’s price trajectory. Daily Values Source: CBOE Source: McMillan Analysis Corp.
num, Bitcoin In such conditions, options can create
is expected to be a key beneficiary. place markers for investor while a thesis
The grand pooh-bah of cryptocurrencies evolves. Options cost less than buying SPX Skew NDX Skew
is expected to gain the legitimacy that sup- the equivalent amount of stock, or digital Implied volatility % Implied volatility %
porters have craved since Bitcoin was cre- currency. 16% 12%
ated in 2007 as the greatest financial crisis With IBIT around $57.80, aggressive 11
since 1929 was forming. Since then, Bitcoin investors can consider selling the March 14
10
has divided and electrified the world as $55 put for about $5.90 and buying the
prices have advanced with the predictability March $62 call for about $6.80. 12 9
of a drunken hummingbird on steroids. This risk-reversal strategy—selling a 8
Bitcoin now has a halo because of Trump put and buying a call with the same expi- 10 7
and anticipation that Bitcoin could become ration but higher strike—lets investors buy
6
as legitimate as U.S. government bonds. low and profit from a rally. If the ETF ral- 8
lies to $80, the call is worth $18. 5

That assertion might seem outlandish, but
creating an international currency would If it plummets below the put’s strike 6 4
be a profound accomplishment for any price, investors must buy the ETF at the D J F M A M J J A S O N D D J F M A M J J A S O N D
politician. higher put strike or make adjustments to Source: Credit Suisse Equity Derivatives Strategy Source: Credit Suisse Equity Derivatives Strategy
Many investors have eschewed Bitcoin, avoid assignment. Skew indicates whether the options market expects a stock-market advance or decline. It measures the difference between the implied
volatility of puts and calls that are 10% out of the money and expire in three months. Higher readings are bearish.
but that merits reconsideration, especially The options strategy offers a superior
following the launch of Bitcoin options. return to owning Bitcoin—at least in terms
Nasdaq-listed iShares Bitcoin Trust of percentage returns. If the ETF rises Week’s Most Active
launched on Nov. 19. The exchange-traded from its current price of about $57 to a Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio
fund’s options quickly became one of the record high of $80, the percentage return Purple Biotech PPBT 4385 1381 3004 8 80 548.1
PSQ PSQH 112063 83729 28334 688 100 162.9
options market’s most actively traded list- is about 40%. Protara Therapeutics TARA 13848 6710 7138 140 99 98.9
ings, which bodes well for Bitcoin. If someone opts instead to buy Bitcoin, Valens Semiconductor VLN 14359 13816 543 236 99 60.8
Options on hot securities often stabilize recently trading around $100,000, the Geopark GPRK 6901 6860 41 184 52 37.5
Cross Country Healthcare CCRN 4953 1206 3747 180 76 27.5
liquid markets by creating a place for price would have to appreciate to a record Verint Systems VRNT 19075 14490 4585 912 95 20.9
sophisticated traders to hedge risk and high of about $142,000 to make the same Fontrea FTRE 45128 35047 10081 2208 98 20.4
reveal their price expectations. return. Janux Therapeutics JANX 17991 8815 9176 912 0 19.7
Fossil FOSL 28232 26449 1783 1460 92 19.3
Since the ETF’s options listing, Bitcoin Moreover, the amount of money needed
Planet Labs PL 191091 178622 12469 11252 99 17.0
has traded to record prices. On listing day, to trade the ETF is a lot less than is needed Cabaletta Bio CABA 49549 42294 7255 3516 98 14.1
Bitcoin was trading around $92,000 and to buy Bitcoin. For these reasons, options Daktronics DAKT 9074 6648 2426 652 5 13.9
has since moved toward $100,000. are often used by sophisticated investors to United States Anitmony UAMY 12799 12737 62 924 100 13.9
Gorilla Technology GRRR 9538 8992 546 720 35 13.2
The ETF’s options-trading patterns define risks, and rewards, when they like Petco WOOF 45554 29696 15858 4260 99 10.7
are bullish, which suggests that investors an investment thesis but want to allow Novocure NVCR 38012 31425 6587 3576 44 10.6
expect it to keep rallying. And President- time for anticipated facts to mature. Okta OKTA 385214 274221 110993 37512 15 10.3
Couchbase BASE 11627 8166 3461 1148 45 10.1
elect Trump is the most meaningful force The March expiration was chosen to
Ocean Power Technologies OPTT 107616 97921 9695 10612 100 10.1
for higher prices. give time for policies to emerge from
He is expected to appoint a Bitcoin- Washington that will legitimize Bitcoin. If This table of the most active options this week, as compared to average weekly activity – not just raw volume. The idea is that the unusually heavy trading in these options might be a predictor of
corporate activity – takeovers, earnings surprises, earnings pre-announcements, biotech FDA hearings or drug trial result announcements, and so forth. Dividend arbitrage has been eliminated. In
friendly Securities and Exchange Commis- the process is volatile, and unpredictable, short, this list attempts to identify where heavy speculation is taking place. These options are likely to be expensive in comparison to their usual pricing levels. Furthermore, many of these
situations may be rumor-driven. Most rumors do not prove to be true, so one should be aware of these increased risks if trading in these names
sion chairman. A shift in America’s regu- that’s just the nature of the moment. B
I N S I DE SC OOP
Bridgewater Sells Nvidia, Increases in
Holdings
Decreases in
Holdings
Buys Super Micro, Palantir PBF Energy (PBF)
Carlos Slim increased his hold-
ings in the petroleum refiner to
27,563,498 shares. The Mexican
billionaire purchased 1,366,000
SLM (SLM)
Impactive Capital lowered its stake
in the student lender to 15,407,300
shares. Impactive Capital did so
through the sale of 2,192,253 SLM
T
BY ED LIN the Nasdaq from the New York Stock PBF Energy shares from Nov. 11 shares from Oct. 2 through Nov. 22,
he world’s largest hedge Exchange, expecting to join the Nas- through Nov. 29, 2024, at per share 2024, at per share prices ranging
fund by assets recently daq 100 index. Palantir stock rose prices ranging from $29.42 to from $22.03 to $26.17. Following the
made major changes in its 117% in the first nine months of 2024. $31.83. Following the latest pur- latest sales, Impactive continues to
tech-stock investments. Advanced Micro Devices is a rival chases, Slim owns 23.9% of PBF own 7.3% of SLM’s outstanding
Bridgewater Associates for Nvidia in AI chips. AMD shares Energy’s outstanding stock. Shares stock. Shares of SLM have gained
reduced its Nvidia stake, eked out an 11% rise in the first three of PBF have lost over a quarter of about 39.6% this year to date.
buying more shares of quarters of the year, but has fallen their value during the year.
Super Micro Computer, Palantir 16% so far in the fourth. A disap- Universal Technical
Technologies, and Advanced Micro pointing outlook at the end of Octo- Valaris (VAL) Institute (UTI)
Devices in the third quarter. The fund ber overshadowed a strong third- Famatown Finance raised its Coliseum Capital Management
disclosed the stock trades in a Securi- quarter report. In mid November, stake in the offshore-drilling com- reduced its stake in the educational
ties and Exchange Commission filing. AMD said it would reduce head pany to 6,696,396 shares. Fama- institution to 6,850,636 shares.
Bridgewater declined to comment. count by 4%. town Finance did so through the Coliseum Capital did so through
Bridgewater sold 1.8 million Nvidia Bridgewater bought 364,292 more purchase of 734,274 Valaris shares the sale of 2,483,579 Universal
shares to end the third quarter with 4.8 AMD shares to end the third quarter from Sept. 25 through Nov. 27, Technical Institute shares in an
million shares. In the first nine months, with 1.5 million shares. B 2024, at per share prices ranging open market block trade for $25.10
Nvidia stock soared 145% compared from $45.99 to $54.50. Following per share on Dec. 2, 2024. Follow-
with a 21% rise in the S&P 500. the latest purchases, Famatown ing those sales, Coliseum continues
While Nvidia’s earnings for the New Walmart Director Finance continues to own 9.4% of to own 12.7% of Universal’s out-
third quarter were very strong, Presi- Bridgewater As- Valaris’ outstanding stock. Shares standing stock. Shares have nearly
dent-elect Trump’s tweet that he would Buys a Block of the sociates reduced of Valaris have lost a third of their doubled in value this year to date.
raise tariffs on China, Canada, and
Mexico, could cause problems for Retailer’s Rising Stock its stake in high-
flying Nvidia, and
value this year to date.
Lincoln Educational
Nvidia’s supply chain. Some analysts bought shares in Poseida Therapeutics Services (LINC)
W
also fear that Nvidia will face more almart stock has surged Palantir, Super (PSTX) Juniper Investment cut its stake in
competition in artificial-intelligence more than 70% so far this Micro Computer, Pentwater Capital Management the provider of career-oriented post-
chips as the technology evolves. year, and the retailer’s new- and Advanced increased its stake in the clinical- secondary education to 3,413,823
For its part, Super Micro hopes to est director bought a block Micro Devices. stage biopharmaceutical company shares. Juniper did so through the
capitalize more on AI demand with its of its shares. to 8,625,000 shares through the sale of 273,262 Lincoln shares from
servers, but shares are off their March Bob Moritz paid $500,000 on Nov. purchase of 2,650,000 Poseida Nov. 13 through Dec. 2, 2024, at
high. The company’s accountant re- 27 for 5,446 Walmart shares, an aver- shares on Nov. 26, 2024, at prices prices ranging from $15.50 to $16.94
signed in October, and it has delayed age price of $91.81 each. He now owns ranging from $9.21 to $9.46 per apiece. Following the latest sales,
filing earnings reports, threatening its 7,805 Walmart shares in a personal share. Following the purchases, Juniper continues to own 10.8% of
Nasdaq listing. The company has filed account, according to a form Moritz Pentwater Capital owns 8.8% of Lincoln’s outstanding stock. Shares
a plan with Nasdaq to fix things. filed with the SEC. Walmart didn’t Poseida’s outstanding stock. Po- of Lincoln have gained nearly 70%
Super Micro stock ended Septem- respond to a request to make Moritz seida shares have surged this year, in value during the year.
ber with a year-to-date gain of 46%. available for comment. climbing from a close of $3.36 on
Bridgewater bought 1,453,270 shares Mortiz, former global chair of con- the last trading day of 2023 to a
in the third quarter to lift its stake to sultant PricewaterhouseCoopers, recent price over $9. In late Novem- These disclosures are from 13Ds filed with
the Securities and Exchange Commission.
1,611,040 shares. joined Walmart’s board on Aug. 15. ber, Poseida entered into a merger 13Ds are filed within 10 days of an entity’s
The fund bought 437,268 more Pal- The purchase represents his first on agreement to be acquired by Roche attaining more than 5% in any class of a
company’s securities. Subsequent changes
antir shares to end the third quarter the open market as a Walmart insider. Holdings at a price of $9 per share, in holdings or intentions must be reported
with 523,548 shares. The stock has The other shares he owns were equity plus a nontradeable contingent in amended filings. This material is from
risen since the company was added to grants for his service as a director. value right to receive up to an Nov. 28 to Dec. 4, 2024. Source: Verity-
Data (verityplatform.com)
the S&P 500 in September, adding to Walmart’s guidelines give directors additional $4 per share in cash.
gains from earlier in 2024. In the past five years to buy certain amounts of
week, Palantir switched its listing to shares, restricted stock, or stock units. B
W I N N E R S & LO S E R S
Saturday Inbox: Sign up for the
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at Barrons.com/newsletters
NYSE Biggest % Movers NYSE Most Active NYSE American Most Active Nasdaq Most Active
Winners Volume Percentage Leaders Volume Percentage Leaders Volume Percentage Leaders
Name (Sym) Volume Close Change %Chg. Name (Sym) Volume %Chg. Close Change Name (Sym) Volume %Chg. Close Change Name (Sym) Volume %Chg. Close Change
PSQ(PSQH) 219943 4.02 +1.98 +97.1 IntegratedWellA(WEL) 675 2066.4 11.92 +0.02 LogisticProp(LPA) 1979 1014.7 10.06 +2.67 ThunderBridgeIV A(THCP) 1645 1007.2 13.88 +2.94
D-WaveQuantum(QBTS) 231705 5.06 +2.04 +67.5 ColombierAcqnIIA(CLBR) 2656 600.8 11.31 +0.69 UnusualMachines(UMAC) 64658 560.9 8.71 –10.02 AlphaTimeAcqn(ATMC) 304 844.0 11.36 +0.05
DestinyTech100(DXYZ) 14137 67.26 +26.00 +63.0 GeoPark(GPRK) 8613 415.9 10.85 +1.15 SerinaTherap(SER) 439 468.2 5.51 +0.26 NanoXImaging(NNOX) 42308 813.6 7.97 +1.51
BigBear.ai(BBAI) 241311 3.38 +1.09 +47.6 KT(KT) 24638 358.8 16.33 –1.82 ChengheAcqnIIA(CHEB) 1053 466.3 10.07 +0.02 ARKRestaurants(ARKR) 263 787.3 15.28 +5.46
Asana(ASAN) 35485 22.19 +6.88 +44.9 SOS(SOS) 2503 348.3 8.67 –3.73 HyperscaleData(GPUS) 885 385.7 6.77 +0.81 NebiusA(NBIS) 88407 592.0 36.77 +14.78
ZeviaPBC(ZVIA) 4172 2.85 +0.74 +35.1 KoreaElecPwr(KEP) 2045 282.0 7.69 –1.31 Myomo(MYO) 3207 292.9 6.02 +0.40 DefDlyTarget2xSh(SMST) 150986 586.8 5.65 –0.46
GinkgoBioworks(DNA) 8913 11.66 +2.96 +34.0 Asana(ASAN) 35485 280.0 22.19 +6.88 AlphaProTech(APT) 315 179.8 5.38 +0.08 JanuxTherap(JANX) 20293 531.9 64.99 +19.78
ADC Therap(ADCT) 10935 3.13 +0.71 +29.3 SelectMedical(SEM) 12016 266.4 19.82 –1.29 ImperialOil(IMO) 5600 168.7 71.28 –2.64 GilatSatellite(GILT) 5081 527.0 6.09 +0.61
VicariousSurgical(RBOT) 396 252.3 16.09 +2.10 ContangoOre(CTGO) 1080 163.3 11.45 –2.63 BlackHawkAcqn(BKHA) 301 451.6 10.36 0.00
Losers VerticalAerospace(EVTL) 1359 233.4 8.42 –1.68 MastechDigital(MHH) 268 149.2 15.04 –0.36 BurTechAcqnA(BRKH) 921 442.7 11.57 +0.10
Name (Sym) Volume Close Change %Chg.
ArcherAviation(ACHR) 308863 228.2 8.28 –1.29 CompX Intl(CIX) 103 147.6 32.28 +4.67 AmOutdoorBrands(AOUT) 906 436.0 13.23 +3.42
ContainerStore(TCS) 2218 2.16 –1.34 –38.3 GrayTelevision A(GTN.A) 210 228.2 6.63 –0.66 Envela(ELA) 188 147.0 7.04 +0.34 AstroNova(ALOT) 305 427.2 15.91 +0.54
SOS(SOS) 2503 8.67 –3.73 –30.1 Ducommun(DCO) 1261 224.3 63.67 –3.33 WidePoint(WYY) 760 88.9 5.94 +0.86 EnlightRenewableEn(ENLT) 196 384.4 16.27 –0.57
DanimerScientific(DNMR) 273 4.88 –1.62 –24.9 KB Financial(KB) 2589 221.7 60.19 –8.74 M-tronInds(MPTI) 313 82.1 66.36 +0.80 CrossCtyHlthcr(CCRN) 17798 356.6 18.08 +7.32
SunnovaEnergy(NOVA) 43799 4.47 –1.07 –19.3 FootLocker(FL) 48105 214.6 22.00 –3.15 FriedmanInds(FRD) 86 52.3 17.67 +2.44 BlackSpadeII(BSII) 356 347.3 9.88 +0.00
Offerpad(OPAD) 249 3.99 –0.94 –19.1 PG&E(PCG) 206308 204.3 20.33 –1.30 EVI Industries(EVI) 98 50.2 18.81 –0.83 RothCHAcqnV(ROCL) 147 337.6 9.88 –1.57
Li-Cycle(LICY) 6378 1.72 –0.39 –18.5 AmerSports(AS) 32299 201.2 25.01 –1.32 Electromed(ELMD) 664 47.4 28.71 –2.07 SoundHoundAI(SOUN) 585943 335.7 15.01 +5.70
GXO Logistics(GXO) 11505 49.75 –11.08 –18.2 SentinelOne(S) 57106 190.9 25.78 –2.17 AdamsRscs(AE) 83 36.0 37.19 –0.03 HanoverBancorp(HNVR) 212 309.8 25.22 +0.03
FreyrBattery(FREY) 10594 1.70 –0.37 –17.9 Revelyst(GEAR) 4501 190.4 19.00 +0.10 EnergyFuels(UUUU) 24430 25.8 6.69 –0.57 Gauzy(GAUZ) 718 307.5 8.95 +0.83
Concentra(CON) 8360 172.8 20.27 –1.55 RileyExpln(REPX) 581 25.4 31.86 –3.24 Novocure(NVCR) 21233 306.2 27.96 +7.92
NYSE American Biggest % Movers By Share Volume By Share Volume By Share Volume
Winners Name (Sym) Volume Close Change %Chg. Name (Sym) Volume Close Change %Chg. Name (Sym) Volume Close Change %Chg.
Name (Sym) Volume Close Change %Chg. LionElectric(LEV) 314552 0.36 +0.18 +95.3 OceanPwrTech(OPTT) 560761 0.34 –0.16 –31.9 Srivaru(SVMH) 1456788 0.03 +0.01 +23.6
LogisticProp(LPA) 1979 10.06 +2.67 +36.1 ArcherAviation(ACHR) 308863 8.28 –1.29 –13.5 KulrTech(KULR) 273441 1.28 +0.12 +10.3 NVIDIA(NVDA) 924486 142.44 +4.19 +3.0
WidePoint(WYY) 760 5.94 +0.86 +16.9 NIO(NIO) 298029 4.61 +0.13 +2.9 Volato(SOAR) 258542 0.26 +0.00 +0.2 SuperMicroComp(SMCI) 730618 43.93 +11.29 +34.6
CompX Intl(CIX) 103 32.28 +4.67 +16.9 FordMotor(F) 284423 10.51 –0.62 –5.6 DenisonMines(DNN) 114518 2.29 –0.07 –3.0 Intel(INTC) 639266 20.92 –3.13 –13.0
FriedmanInds(FRD) 86 17.67 +2.44 +16.0 NuHoldings(NU) 270358 12.03 –0.50 –4.0 Globalstar(GSAT) 100407 2.21 +0.26 +13.3 SoundHoundAI(SOUN) 585943 15.01 +5.70 +61.2
Silynxcom(SYNX) 173 3.10 +0.40 +14.8 BigBear.ai(BBAI) 241311 3.38 +1.09 +47.6 B2Gold(BTG) 73746 2.61 –0.27 –9.4 Lucid(LCID) 509055 2.30 +0.12 +5.5
HyperscaleData(GPUS) 885 6.77 +0.81 +13.7 D-WaveQuantum(QBTS) 231705 5.06 +2.04 +67.5 UnusualMachines(UMAC) 64658 8.71 –10.02 –53.5 PalantirTech(PLTR) 391914 76.34 +9.26 +13.8
SkyHarbour(SKYH) 446 12.76 +1.48 +13.1 AT&T(T) 222279 23.88 +0.72 +3.1 US Antimony(UAMY) 60215 1.90 +1.14 +148.5 Tesla(TSLA) 348181 389.22 +44.06 +12.8
HiRollerTech(ROLR) 112 6.67 +0.70 +11.7 PSQ(PSQH) 219943 4.02 +1.98 +97.1 Senseonics(SENS) 38960 0.25 –0.06 –18.3 FusionFuelGreen(HTOO) 313925 0.56 +0.23 +71.9
Pfizer(PFE) 210890 25.73 –0.48 –1.8 NewGold(NGD) 35951 2.82 +0.07 +2.5 Bitfarms(BITF) 275666 2.29 +0.14 +6.5
Losers Ambev(ABEV) 209196 2.29 +0.17 +8.0 GeniusGroup(GNS) 35939 0.82 +0.08 +11.2 OpendoorTech(OPEN) 246947 2.20 –0.14 –6.0
PG&E(PCG) 206308 20.33 –1.30 –6.0 Castellum(CTM) 33800 0.30 +0.10 +49.9 SoFiTech(SOFI) 244629 16.02 –0.39 –2.4
SigningDaySports(SGN) 421 3.88 –4.72 –54.9 Snap(SNAP) 184864 12.44 +0.63 +5.3 UraniumEner(UEC) 32846 8.53 +0.22 +2.6 Apple(AAPL) 207246 242.84 +5.51 +2.3
UnusualMachines(UMAC) 64658 8.71 –10.02 –53.5 ItauUnibanco(ITUB) 166673 5.37 +0.01 +0.2 Comstock(LODE) 31483 0.41 +0.05 +12.3 AmerAirlines(AAL) 206502 17.40 +2.88 +19.8
AgEagleAerial(UAVS) 12881 5.85 –2.85 –32.8 Vale(VALE) 157711 9.36 –0.50 –5.1 i-80Gold(IAUX) 27447 0.60 –0.03 –5.5 Amazon.com(AMZN) 205666 227.03 +19.14 +9.2
CanFiteBiopharm(CANF) 20027 1.61 –0.59 –26.8 BankofAmerica(BAC) 157393 46.75 –0.76 –1.6 Zomedica(ZOM) 25640 0.13 –0.00 –1.6 Rivian(RIVN) 181269 13.00 +0.77 +6.3
ImpactBioMed(IBO) 189 2.14 –0.78 –26.7 Uber(UBER) 155190 66.09 –5.87 –8.2 EnergyFuels(UUUU) 24430 6.69 –0.57 –7.9 Grab(GRAB) 162565 5.14 +0.14 +2.8
ContangoOre(CTGO) 1080 11.45 –2.63 –18.7 ChargePoint(CHPT) 130051 1.31 +0.09 +7.4 EquinoxGold(EQX) 21343 5.68 +0.03 +0.5 Robinhood(HOOD) 156681 41.67 +4.13 +11.0
Mynd.ai(MYND) 718 2.42 –0.50 –17.1 AMC Ent(AMC) 121296 4.73 –0.22 –4.4 CanFiteBiopharm(CANF) 20027 1.61 –0.59 –26.8 Canaan(CAN) 151090 3.04 +0.92 +43.4
CentrusEnergy(LEU) 4593 78.29 –12.71 –14.0 IonQ(IONQ) 114613 37.97 +1.47 +4.0 Ur-Energy(URG) 15513 1.26 –0.05 –3.8 DefDlyTarget2xSh(SMST) 150986 5.65 –0.46 –7.5
Nasdaq Biggest % Movers By Dollar Volume By Dollar Volume

Name (Sym) $ Volume Close Change %Chg.
By Dollar Volume
Winners UnusualMachines(UMAC) 977691 8.71 –10.02 –53.5 NVIDIA(NVDA) 130491941 142.44 +4.19 +3.0
Salesforce(CRM) 20525680 361.99 +32.00 +9.7
UnitedHealth(UNH) 16489499 549.62 –60.58 –9.9 ImperialOil(IMO) 409628 71.28 –2.64 –3.6 Tesla(TSLA) 124566631 389.22 +44.06 +12.8
ProtaraTherap(TARA) 118734 5.91 +2.90 +96.3 KulrTech(KULR) 384888 1.28 +0.12 +10.3 MicroStrategy(MSTR) 57563986 395.01 +7.54 +1.9
EliLilly(LLY) 12265892 826.71 +31.36 +3.9
CrossCtyHlthcr(CCRN) 17798 18.08 +7.32 +68.0 CentrusEnergy(LEU) 363833 78.29 –12.71 –14.0 Apple(AAPL) 47497138 242.84 +5.51 +2.3
TaiwanSemi(TSM) 11943218 203.02 +18.36 +9.9
NebiusA(NBIS) 88407 36.77 +14.78 +67.2 OceanPwrTech(OPTT) 312472 0.34 –0.16 –31.9 Microsoft(MSFT) 45720233 443.57 +20.11 +4.7
Uber(UBER) 10512815 66.09 –5.87 –8.2
CAMP4Therapeutics(CAMP) 898 7.81 +3.02 +63.0 UraniumEner(UEC) 273659 8.53 +0.22 +2.6 Amazon.com(AMZN) 44594767 227.03 +19.14 +9.2
BerkHathwy B(BRK.B) 9428030 470.50 –12.52 –2.6
SoundHoundAI(SOUN) 585943 15.01 +5.70 +61.2 DenisonMines(DNN) 261312 2.29 –0.07 –3.0 MetaPlatforms(META) 39731797 623.77 +49.45 +8.6
Walmart(WMT) 8689461 95.70 +3.20 +3.5
BingEx(FLX) 192 10.65 +3.90 +57.8 Globalstar(GSAT) 210562 2.21 +0.26 +13.3 SuperMicroComp(SMCI) 30144808 43.93 +11.29 +34.6
ExxonMobil(XOM) 8594416 113.57 –4.39 –3.7
ARKRestaurants(ARKR) 263 15.28 +5.46 +55.6 B2Gold(BTG) 200368 2.61 –0.27 –9.4 PalantirTech(PLTR) 27726259 76.34 +9.26 +13.8
JPMorganChase(JPM) 8574536 247.36 –2.36 –0.9
XCHG(XCH) 484 23.21 +8.28 +55.5 EnergyFuels(UUUU) 155820 6.69 –0.57 –7.9 CoinbaseGlbl(COIN) 23633643 343.62 +47.42 +16.0
Visa(V) 8141296 311.01 –4.07 –1.3
Losers Oracle(ORCL) 8027456 191.69 +6.85 +3.7 EquinoxGold(EQX) 123629 5.68 +0.03 +0.5 AdvMicroDevices(AMD) 20394213 138.59 +1.41 +1.0
Name (Sym) Volume Close Change %Chg. BerkHathwy A(BRK.A) 7603366705236.50–18803.50 –2.6 AgEagleAerial(UAVS) 102858 5.85 –2.85 –32.8 Alphabet A(GOOGL) 20327538 174.71 +5.76 +3.4
BankofAmerica(BAC) 7327102 46.75 –0.76 –1.6 NewGold(NGD) 102097 2.82 +0.07 +2.5 Broadcom(AVGO) 19593491 179.53 +17.45 +10.8
RelmadaTherap(RLMD) 28685 0.46 –2.56 –84.9
ServiceNow(NOW) 6944047 1124.34 +74.90 +7.1 Volato(SOAR) 96497 0.26 +0.00 +0.2 MarvellTech(MRVL) 15090943 113.51 +20.82 +22.5
Abpro(ABP) 517 1.53 –1.17 –43.3
Snowflake(SNOW) 6546247 183.64 +8.84 +5.1 US Antimony(UAMY) 76909 1.90 +1.14 +148.5 Intel(INTC) 13959798 20.92 –3.13 –13.0
AppliedTherap(APLT) 90309 1.28 –0.75 –36.9
Coca-Cola(KO) 6504078 62.53 –1.55 –2.4 SilverCrestMetals(SILV) 66220 10.39 +0.22 +2.2 Alphabet C(GOOG) 13656246 176.49 +6.00 +3.5
PalladyneAI(PDYN) 20622 4.46 –2.00 –31.0
Boeing(BA) 6387588 153.93 –1.51 –1.0 SilvercorpMetals(SVM) 47697 3.14 –0.15 –4.6 AppLovin(APP) 12353531 401.50 +64.75 +19.2
Children'sPlace(PLCE) 3025 11.81 –4.11 –25.8
J&J(JNJ) 6321566 149.31 –5.70 –3.7 ParkNational(PRK) 45260 190.65 +0.29 +0.2 Netflix(NFLX) 12019714 934.74 +47.93 +5.4
IntuitiveMachinesA(LUNR) 107491 12.42 –3.93 –24.0
Mastercard(MA) 6298000 528.57 –4.37 –0.8 MAG Silver(MAG) 43185 15.11 –0.26 –1.7 Costco(COST) 8987594 992.61 +20.73 +2.1
TayshaGene(TSHA) 27692 2.48 –0.76 –23.5
ThermoFisher(TMO) 6284460 529.36 –0.27 –0.1 CanFiteBiopharm(CANF) 40421 1.61 –0.59 –26.8 MicronTech(MU) 8205016 101.17 +3.22 +3.3
TPIComposites(TPIC) 7093 1.58 –0.46 –22.5
Includes Common shares only. All figures reflect activity for the most-recent five-day trading week. Share volume figures are expressed in thousands. Volume percentage leaders exclude stocks with average daily volume of fewer than 5,000 shares or priced under $5.
Average volume is based on 65 trading days. Volume figures do not reflect extended trading hours. a-Stock has not been in existence or not been traded for 65 consecutive sessions. S-Stock split or stock dividend amounting to 10% or more. X-Ex-dividend
R E S EA RCH REPORTS
For a look back at more analyst
research and reports, go online to
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How Analysts Size

Up Companies
Parsons Corp. • PSN-NYSE recent currency trends, fuel pricing, Insider Transactions
Buy • $99.05 on Dec. 5 and November/fiscal-first-quarter Purchases Sales
These reports, by Benchmark Research sales, reported on Dec. 4. The posi- $ Val $ Val
Company Symbol Insiders Shares (000's) Company Symbol Insiders Shares (000's)
excerpted and tive fundamentals of Costco’s busi- Zoomcar ZCAR 1 184,112 2,430 Astera Labs ALAB 3 527,453 56,448
edited by Barron’s,
Will Parsons be a beneficiary of the ness model that make it a long-term Allegion Plc
Liberty Latin America Ltd
ALLE
LILA
1
1
7,500 1,055
149,550 1,050
Doordash
Choice Hotels International
DASH
CHH
4
1
292,460 52,112
322,652 48,798
were issued recently
by investment and proposed Department of Government compounder and market-share Nuveen Churchill Direct Lending NCDL 2 45,000 781 Arista Networks ANET 6 113,668 45,943
Walmart WMT 1 5,446 500 Mp Materials MP 1 1,813,777 41,787
research firms. Efficiency, or DOGE? At a conference gainer remain well intact, and fiscal- Synovus Financial SNV 1 7,500 435 Snowflake SNOW 3 225,282 39,598
Newmont NEM 1 9,498 400 Gilead Sciences GILD 2 412,856 38,159
The reports are a yesterday, Parsons suggested poten- first-quarter comparable-sales results Fossil Group FOSL 1 250,000 359 Copart CPRT 1 500,000 31,855
sampling of analysts’ Liberty Latin America Ltd LILAK 1 50,000 345 Datadog DDOG 5 184,055 28,084
tially as much. Parsons [a technology- reiterated these aspects. Greenwave Technology Solutions GWAV 2 477,002 315 Comcast CMCSA 2 602,674 25,729
thinking; they should Accelerate Diagnostics AXDX 1 200,000 314 Palo Alto Networks PANW 3 62,700 24,418
not be considered
focused infrastructure-engineering Moving forward, we continue to Vroom VRM 1 50,000 262 Applovin APP 3 63,830 21,367
the views or recom- firm] noted that DOGE is set to be an see the potential for a decade-plus Catalyst Bancorp
Pcb Bancorp
CLST
PCB
1
1
14,583
7,300
172
155
Grindr
Workday
GRND
WDAY 2
1 1,316,570 20,068
75,501 18,964
mendations of advisory board that will provide advice of new U.S. and international club Oportun Financial OPRT 2 34,344 134 Paylocity PCTY 2 77,685 15,967
Lexaria Bioscience LEXX 1 50,000 118 Natera NTRA 1 87,473 14,794
Barron’s. Some of to agencies for implementation, specifi- openings (about 26 net new openings Capitol Federal Financial CFFN 1 15,000 103 Carvana CVNA 2 54,000 13,967
the reports’ issuers Valvoline VVV 1 2,500 99 Okta OKTA 1 169,335 13,652
cally on how to become more efficient estimated for fiscal 2025). Further- Cpi Card PMTS 2 2,585 83 Raymond James Financial RJF 4 69,958 11,723
have provided, or Thredup TDUP 1 50,000 76 Quest Diagnostics DGX 2 68,249 11,127
hope to provide, and reduce costs. Parsons provides more, Costco’s clean balance sheet
An insider is any officer, director or owner of 10% or more of a class of a company's securities. In most cases, an insider must report any
investment-banking many such solutions utilizing technol- and robust free cash flow leave man- trade to the SEC within two business days. The tables highlight companies that filed with the SEC through last Wednesday. The tables
or other services to ogy such as automation and artificial agement ample flexibility to grow and do not include pension-plan or employee stock-option activity, trades by beneficial owners of 10% or more, trades under $2 per share or
trades under 100 shares. The "Purchases" column includes only open-market and private purchases; the "Sales" column includes only
the companies being intelligence to reduce costs (human return capital to shareholders (paid open-market and private sales, and excludes trades preceded by option exercise in the 12 months prior to the reported event. Source:
analyzed. LSEG Data and Analytics
input). Further, Parsons noted that it $15 per share special dividend during
isn’t involved with the agencies that fiscal-second-quarter 2024). Insider Transactions Ratio
have been targeted so far, such as the All-in, Costco’s product mix, sticky
150
Education and Veterans Affairs depart- customer base, and leading value
ments, Internal Revenue Service, or proposition position it well to gain 125

Federal Bureau of Investigation. How- further market share in a wide vari-
100
ever, Parsons noted that it could actu- ety of economic environments and
ally help those agencies implement continue to grow earnings. We reaf- 75
Bearish Ratio = 63
more automation technology solutions. firm our Outperform rating with a 50
Further, on the DOGE concept of re- target price of $1,030.
ducing bureaucracy, this may help Par- 25
sons speed up procurement. Therefore, Synopsys • SNPS-Nasdaq Bullish 0
Parsons currently sees DOGE’s ethos Buy • $588 on Dec. 5 D J F M A M J J A S O N

to increase efficiency as an opportunity by Needham
Ratio of Insiders Sales to Buys. Readings under 12:1 are Bullish. Those over 20:1 are Bearish. The total top 20 sales and buys are
that aligns with Parson’s core value- 574,559,639 and 9,186,442 respectively; Source: LSEG Data and Analytics
added offering. Target price: $130. Synopsys provides its first fiscal-
year 2025 outlook and sees top-line
American Airlines • AAL-Nasdaq growth of 10.1 to 11.1% on a continu- TJX Cos. • TJX-NYSE Sphere Entertainment • SPHR-NYSE
Buy • $14.88 on Dec. 5 ing operations basis, which misses Buy • $125.50 on Dec. 5 Buy • $38.30 on Dec. 5
by Seaport Research Partners the consensus estimate at 13% but is by TD Cowen by Seaport Research Partners
close to our estimate of 11.3%, which
This has been a rough year for Ameri- had factored in the extra week in We attended TJX Cos.’ annual sell-side While the nearest-term catalyst for
can Airlines, but based on first-quar- fiscal 2024 and the second-half- meeting and store tour at its Framing- Sphere Entertainment shares hinges
ter 2025 schedules and today’s credit- loaded profile for fiscal 2025. ham, Mass., headquarters, hosted by on the MSG Networks’ debt work-out
card deal [with Citi, extending their While the full-year outlook is senior management, including CEO outcome (the forbearance period was
co-branded partnership for the next more or less within our expectations, and President Ernie Herrman. We again extended, to midnight on Dec.
decade], we’re comfortable that the fiscal-first-quarter 2024 guidance came away incrementally more posi- 20), the company continues to fill in
airline will execute on revenue in came in much lower than we ex- tive on the market-share opportunities its Sphere opportunity set.
2025, which should drive a rerate in pected, likely due to a near-term air that its banners collectively offer and Concert promoter Live Nation an-
shares. We are boosting our 2025 out- pocket in the intellectual-property the resultant flow-through to sales and nounced that Dead & Co. will again
look and upgrading the stock to Buy business, which is expected to return margin expansion. With a level of con- take up residence at the Las Vegas
from Neutral on an improved risk/ to full strength in fiscal-second-half sistency in its performance that tends Sphere for 18 dates in calendar-year
reward scenario, and implementing 2025. While the print is imperfect, to be atypical of retailing in general, 2025.
a $20 price target. we think the pullback will create we think this should continue to sup- We reiterate our Buy rating on
another buying opportunity for in- port double-digit earnings growth into Sphere Entertainment shares and our
Costco Wholesale • COST-Nasdaq vestors who missed the postelection fiscal 2026 and a mid-20s multiple on $52 price target on a blend of MSG
Outperform • $990.92 on Dec. 5 rally in Synopsis. our above-consensus forward earn- Networks debt elimination as well as
by Raymond James We still see $640 as the right price ings-per-share estimate. We reiterate fundamental growth opportunities at
target and continue to rate the stock our Buy rating and raise our price Las Vegas and with other franchise
We have updated our model to reflect a Buy. target to $138. announcements.
Barron's 50-Stock Average 59 Dow Jones Per Share Values 58 Mutual Funds 54 Week In Stocks 58
DATA
Cash Track 54 Exchange Traded Portfolios 53 N.Y. Stock Exchange 44 Weekly Bond Statistics 60
Coming Earnings 59 Federal Reserve Data Bank 60 Nasdaq National Market 48 Winners & Losers Stocks 42
Conference Call Calendar 59 Foreign Exchange 59 New Corporate Listings 58
Consensus Estimate 59 Gold & Silver Prices 60 New Highs & Lows 61
Delta Tactical Sentiment 59 Gold Mining Index 60 NYSE Half-Hourly Volume 58
Distributions & Offerings 59 Indexes P/Es & Yields 58 Other Market Indexes 57
Dividend Boosts - Reductions 60 Initial Public Offerings 58 Pulse of the Economy 59
Dividend Ex-Payment Dates 60 Investor Sentiment Readings 58 Stock Splits - Special Dividends 60
DJ Averages 57 Key Foreign Market Indexes 52 Stock Volume 58
DJ U.S. Total Market Industry Groups 59 Market Lab 57 Trading Diary 57
Contact Us
Dow Jones Averages 57 Money Rates, U.S. & Foreign 59 Vital Signs 37 For queries, email us at
Statistics from December 2-6, 2024 [email protected]
NEW YORK STOCK EXCHANGE COMPOSITE LIST - NEW HIGHS - NEW LOWS
–52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
18.45 10.12 AmbacFin AMBC ... dd 12.66 –0.18 ... 91.66 51.47 Aptiv APTV ... 6 56.67 +1.14 ... 37.70 29.71 Avangrid AGR 5.0 12 35.55 –0.55 .44 236.51 145.95 BiglariB BH ... 14 229.67 +19.24 ...
A
3.00 2.01 Ambev ABEV 5.6 13 2.29 +0.17.1443 42.49 26.58 Aramark ARMK ... 42 41.61 +0.92 ... 25.36 17.39 AvanosMedical AVNS ... 55 18.47 –0.69 ... 62.21 26.80 Biohaven BHVN ... dd 44.80 –1.21 ...
10.08 9.96 AAMissionAcqnA AAM ... ... 10.07 +0.02 ... 11.48 8.78 Amcor AMCR 5.0 19 10.18 –0.46.1275 16.35 11.92 ArborRealty ABR 12.0 11 14.31 –0.36 .43 28.00 19.59 Avantor AVTR ... 47 21.39 +0.33 ... 387.99 262.12 Bio-RadLab A BIO ... dd 325.50 –15.03 ...
76.34 54.71 AAR AIR ... 37 67.63 –1.89 ... 34.50 21.24 Amentum AMTM ... ... 23.17 –1.18 ... 7.27 2.19 ArcadiumLithium ALTM ... 38 5.25 ... ... 233.48 190.04 AveryDennison AVY 1.7 24 202.50 –3.45 .88 352.91 279.91 Bio-RadLab B BIO.B ... dd 337.08 +1.07 ...
59.78 39.64 ABMIndustries ABM 1.6 24 57.44 +0.27 .265 26.85 10.11 AmerSports AS ... dd 25.01 –1.32 ... 29.01 20.52 ArcelorMittal MT 1.7 dd 25.29 +0.01 .25 54.68 35.50 Avient AVNT 2.2 31 49.86 –1.39 .27 64.78 41.00 Birkenstock BIRK ... 85 53.55 +1.89 ...
6.62 4.37 ACCO Brands ACCO 4.9 dd 6.09 +0.27 .075 27.00 18.54 AmerantBncp AMTB 1.4 dd 25.61 +0.74 .09 187.60 116.44 ArchResources ARCH .6 16 155.29 –16.63 .25 39.99 31.91 Avista AVA 5.1 15 37.25 –1.44 .475 65.59 49.34 BlackHills BKH 4.2 17 61.92 –2.15 .65
17.77 8.12 AcresCmclRlty ACR ... 21 17.37 ... ... 95.69 67.03 Ameren AEE 2.9 22 91.79 –2.60 .67 9.84 2.82 ArcherAviation ACHR ... dd 8.28 –1.29 ... 41.66 30.40 AxaltaCoating AXTA ... 27 39.92 –0.54 ... 4.44 2.01 BlackBerry BB ... dd 2.59 +0.02 ...
6.04 0.94 ADC Therap ADCT ... dd 3.13 +0.71 ... 39.68 17.55 Ameresco AMRC ... 28 27.78 –0.39 ... 77.35 48.92 ADM ADM 3.9 15 51.42 –3.18 .50 88.46 44.10 AxosFinancial AX ... 10 80.85 –2.00 ... 1068.34 742.22 BlackRock BLK 2.0 26 1042.87 +20.07 5.10
20.31 14.59 AmericaMovil AMX 3.4 22 14.88 +0.05 .245 26.36 14.39 Archrock AROC 2.8 28 25.45 –0.17 .175 10.62 2.02 Azul AZUL ... dd 2.21 –0.14 ... 14.16 3.86 BlackSkyTech BKSY ... dd 10.76 –0.92 ...
8.25 6.02 ADT ADT 2.9 8 7.53 –0.09 .055
29.15 20.03 AmericanAssets AAT 4.8 29 27.74 –0.70 .335 13.20 7.86 ArcosDorados ARCO 3.0 12 8.03 –0.06 .06 200.96 111.70 Blackstone BX .8 64 187.00 –4.09 .86
118.56 82.23 AECOM ACM .8 39 113.75 –3.22 .26 B
8.99 5.43 AmericanAxle AXL ... 28 6.63 +0.02 ... 113.43 72.75 Arcosa ACA .2 41 108.35 –0.29 .05 23.29 16.53 BlackstoneMtg BXMT10.0 dd 18.74 –0.48 .47
22.21 12.53 AES AES 5.3 9 13.05 +0.01.1725
26.44 16.88 AmerEagle AEO 2.8 15 17.99 –1.25 .125 20.31 13.52 ArcusBiosci RCUS ... dd 17.29 +1.85 ... 2.33 0.71 Bark BARK ... dd 2.32 +0.16 ... 5.53 1.52 BlendLabs BLND ... dd 5.35 +0.24 ...
115.50 75.08 Aflac AFL 1.9 16 107.31 –6.69 .58
307.82 167.57 AmerExpress AXP .9 22 303.99 –0.69 .70 4.26 3.16 ArdaghMetalPkg AMBP11.7 dd 3.43 –0.25 .10 11.97 6.12 B&G Foods BGS 11.0 dd 6.88 +0.20 .19 68.45 42.28 BlockHR HRB 2.6 14 57.32 –1.96 .375
130.26 84.35 AGCO AGCO 1.2 43 96.45 –4.76 .29
150.19 114.73 AmericanFin AFG 2.2 13 142.98 –3.884.00 20.72 14.58 ArdentHealth ARDT ... 26 16.65 +0.67 ... 35.22 18.71 BBB Foods TBBB ... dd 30.00 +1.78 ... 99.26 55.00 Block SQ ... 55 98.25 +9.70 ...
7.95 5.44 AG Mortgage MITT10.7 3 6.91 +0.08 .19
29.99 12.63 AmerHlthcrREIT AHR 3.5 dd 28.55 –1.26 .25 23.44 10.86 ArdmoreShipping ASC 9.5 3 11.33 +0.17 .18 41.77 26.45 BCE BCE 11.0 cc 26.78 –0.25.7252 28.70 8.41 BloomEnergy BE ... dd 27.08 –0.37 ...
33.73 7.00 a.k.a.Brands AKA ... dd 20.38 –1.86 ...
41.41 33.75 AmHomes4Rent AMH 2.8 39 37.26 –1.03 .26 11.00 10.38 AresAcqnII A AACT ... 25 10.93 +0.02 ... 2.77 1.85 BEST BEST ... dd 2.67 +0.02 ... 16.91 13.98 BlueOwlCapital OBDC 9.7 10 15.33 +0.11 .37
11.88 2.38 AMC Ent AMC ... dd 4.73 –0.22 ...
80.83 65.20 AIG AIG 2.1 21 75.56 –1.32 .40 11.24 6.25 AresCommRealEst ACRE14.2 dd 7.06 –0.16 .25 10.74 5.20 BGSF BGSF .0 dd 5.54 –0.09 .15 25.03 13.01 BlueOwlCapital OWL 3.1 cc 23.60 –0.13 .18
80.22 23.37 AMN Healthcare AMN ... 19 26.28 +0.25 ...
25.96 12.51 AmRltyInv ARL ... dd 17.52 +1.27 ... 180.38 108.03 AresMgmt ARES 2.1 80 178.07 +1.34 .93 69.11 50.90 BHP Group BHP 5.6 17 51.40 –1.25 1.44 134.79 87.67 BlueLinx BXC ... 37 127.27 +1.57 ...
5.80 2.61 AMTD Digital HKD ... ... 2.96 –0.07 ...
87.50 66.03 AmerStWater AWR 2.3 28 82.11 –3.20.4655 165.33 40.90 Argan AGX 1.0 46 147.12 –8.82 .375 97.86 43.11 BILL BILL ... dd 97.41 +7.19 ... 267.54 137.03 Boeing BA ... dd 153.93 –1.51 ...
2.00 1.10 AMTD IDEA AMTD ... ... 1.18 –0.05 ...
10.91 5.46 AmerStratInvt NYC ... dd 8.45 –0.15 ... 27.94 7.22 ArisWater ARIS 1.6 32 25.53 –1.37 .105 6.95 1.79 BitMining BTCM ... dd 3.90 +0.78 ... 155.42 109.02 BoiseCascade BCC .6 14 145.86 –1.74 .21
12.86 8.10 ASE Tech ASX ... 22 10.19 +0.47 ...
243.56 170.46 AmerTowerREIT AMT 3.2 87 207.10 –1.90 1.62 110.74 54.11 AristaNetworks ANET ... 52 108.25 +6.80 ... 99.91 64.06 BJ'sWholesale BJ ... 23 95.60 –0.70 ... 169.83 68.37 BootBarn BOOT ... 31 154.87 +17.73 ...
106.42 83.71 ASGN ASGN ... 22 88.73 –2.82 ...
14.28 4.95 AmerVanguard AVD 2.1 dd 5.76 –0.25 .03 17.64 8.33 ArloTech ARLO ... dd 12.72 +1.50 ... 22.50 17.39 BKV BKV ... dd 21.67 –0.29 ... 190.59 123.17 BoozAllen BAH 1.4 23 145.74 –2.44 .51
24.03 15.94 AT&T T 4.6 19 23.88 +0.72.2775
150.68 113.34 AmerWaterWorks AWK 2.3 26 132.37 –4.57 .765 13.11 10.02 ArmadaHoffler AHH 7.5 dd 10.87 –0.18 .205 40.40 27.82 BP BP 6.6 30 28.70 –0.61 .48 38.23 29.51 BorgWarner BWA ... 9 33.80 –0.52 ...
68.92 38.04 ATI ATI ... 22 57.55 –2.62 ...
31.60 5.00 AmericanWell AMWL ... dd 9.50 –0.07 ... 21.93 17.35 ArmourResREIT ARR 14.9 8 19.31 +0.39 .24 3.27 0.61 BP Prudhoe BPT ... ... .67 –0.37 ... 7.61 3.29 BorrDrilling BORR .0 11 3.36 –0.36 .02
44.70 24.82 ATS ATS ... 33 31.57 –1.12 ... 371.65 254.40 BostonBeer SAM ... 46 314.81 –1.43 ...
18.31 12.27 A10Networks ATEN 1.3 27 18.13 +1.08 .06 30.92 21.53 AmericoldRealty COLD 3.8 dd 23.13 –0.73 .22 164.40 92.06 ArmstrongWorld AWI .8 28 157.78 –2.05 .308 7.14 2.78 BRC BRCC ... dd 3.11 –0.03 ...
577.00 352.32 Ameriprise AMP 1.1 22 561.55 –12.42 1.48 137.80 108.51 ArrowElec ARW ... 13 120.49 +0.33 ... 4.76 2.45 BRF BRFS 1.6 12 4.66 +0.53.0217 16.99 12.41 BostonOmaha BOC ... dd 14.79 –0.48 ...
94.54 53.49 AXIS Capital AXS 1.9 13 92.83 –0.21 .44 91.93 54.52 BostonSci BSX ... 74 90.07 –0.59 ...
54.69 34.02 AZEK AZEK ... 52 54.21 +1.09 ... 74.56 44.00 AmerisBancorp ABCB .9 15 69.39 –0.89 .15 49.54 37.89 ArtisanPtrsAsset APAM 5.8 14 48.35 –0.44 .82 20.22 15.21 BRT Apartments BRT 5.3 dd 18.73 –1.33 .25
198.33 149.03 Ametek AME .6 33 191.54 –2.84 .28 30.10 16.48 Artivion AORT ... dd 29.66 +0.14 ... 22.31 10.32 BW LPG BWLP27.7 3 11.39 –0.88 .42 37.81 22.14 Bowhead BOW ... 39 37.00 +0.16 ...
97.98 50.27 AZZ AZZ .7 cc 95.40 +2.26 .17 15.47 9.71 Bowlero BOWL 1.9 dd 11.87 –0.44 .055
121.64 99.71 AbbottLabs ABT 1.9 35 115.60 –3.17 .55 2.89 0.74 Ampco-Pitt AP ... dd 2.09 –0.07 ... 22.54 11.05 Asana ASAN ... dd 22.19 +6.88 ... 136.31 74.69 BWX Tech BWXT .8 42 126.01 –4.84 .24
74.93 46.15 Amphenol APH .9 43 74.21 +1.56 .165 277.13 195.09 AsburyAutomotive ABG ... 15 258.98 –0.85 ... 90.11 56.46 BXP BXP 4.9 35 80.34 –1.65 .98 35.74 23.81 Box BOX ... 41 32.50 –2.59 ...
207.32 148.00 AbbVie ABBV 3.7 61 176.19 –6.74 1.64 76.73 49.34 BoydGaming BYD .9 14 75.55 +1.70 .17
196.99 77.31 Abercrombie&Fitch ANF ... 15 151.35 +1.66 ... 8.15 3.56 AmplifyEnergy AMPY ... 4 6.32 –0.39 ... 23.30 5.20 AshfordHosp AHT ... dd 8.84 –0.11 ... 2.99 0.75 Babcock&Wilcox BW ... dd 1.93 –0.05 ...
6.02 0.61 AmpriusTech AMPX ... dd 2.05 –0.09 ... 102.50 75.04 Ashland ASH 2.1 21 75.49 –2.57.405 230.76 139.50 BadgerMeter BMI .6 56 224.38 +7.56 .34 77.68 56.09 Brady BRC 1.3 18 74.10 –0.79 .24
26.29 15.48 AcadiaRealty AKR 3.0 cc 25.51 –0.34 .19 3.95 1.79 BraemarHtls BHR 5.7 dd 3.53 –0.07 .05
12.96 9.37 AccelEnt ACEL ... 25 12.35 +0.79 ... 39.67 15.88 Amrep AXR ... 22 38.43 +2.39 ... 33.15 10.75 AspenAerogels ASPN ... cc 13.36 –1.44 ... 68.75 5.57 Bakkt BKKT ... dd 25.67 –2.18 ...
13.32 8.88 AngelOakMtgREIT AOMR13.7 3 9.35 –0.46 .32 28.18 19.21 AssociatedBanc ASB 3.5 22 26.01 –0.68 .23 71.32 54.06 Ball BALL 1.4 dd 57.11 –5.05 .20 6.54 3.85 BrandywineRealty BDN 10.7 dd 5.62 +0.02 .15
387.51 278.69 Accenture ACN 1.6 32 362.70 +0.33 1.48 5.55 3.82 BrasilAgro LND 6.5 7 3.86 –0.13.2561
32.57 15.80 AngloGoldAsh AU 1.6 cc 24.93 –0.01 .22 43.85 28.58 AssocCapital AC .5 14 36.49 +0.20 .10 23.20 17.60 Bally's BALY.T ... dd 17.61 –0.30 ...
337.99 187.47 AcuityBrands AYI .2 24 324.73 +4.04 .15 10.98 4.68 Braskem BAK ... dd 4.82 –0.20 ...
67.49 52.89 AB InBev BUD ... 18 52.91 –0.89 ... 230.55 160.12 Assurant AIZ 1.4 16 224.22 –2.88 .80 18.00 9.74 Bally's BALY ... dd 17.74 +0.01 ...
76.38 56.34 Acushnet GOLF 1.2 25 74.21 +1.10 .215 63.25 28.00 BreadFinancial BFH 1.3 10 63.19 +4.36 .21
12.08 8.72 Adecoagro AGRO 3.3 7 10.49 –0.41 .174 21.11 17.67 AnnalyCap NLY 13.1 dd 19.84 –0.09 .65 96.60 68.91 AssuredGuaranty AGO 1.4 7 90.71 –2.57 .31 18.08 11.88 BancCalifornia BANC 2.3 dd 17.06 –0.17 .10
18.24 4.63 BancoBBVA BBAR .0 8 17.27 +0.69.4713 11.69 6.18 BridgeInvt BRDG 4.2 dd 9.61 –0.28 .10
37.19 18.53 Adient ADNT ... 84 19.28 +0.05 ... 22.49 4.53 AnnovisBio ANVS ... dd 6.00 –0.71 ... 194.98 76.01 Atkore ATKR 1.4 7 89.00 –5.31 .32
12.20 8.63 BBVA BBVA 5.9 6 10.03 +0.58.3244 141.90 87.82 BrightHorizons BFAM ... 58 115.11 –0.52 ...
92.93 43.78 AdtalemGlbEduc ATGE ... 21 91.20 –0.21 ... 16.00 11.58 AnteroMidstream AM 5.9 19 15.31 –0.66 .225 44.54 30.43 AtlUnionBkshs AUB 3.2 18 42.39 –0.04 .34
3.21 1.82 BancoBradesco BBDO10.5 7 1.89 –0.01.003 3.23 1.13 BrightScholar BEDU ... dd 1.86 +0.11 ...
88.56 35.59 AdvanceAuto AAP 2.2 62 44.97 +3.62 .25 36.28 20.10 AnteroResources AR ... cc 31.09 –1.60 ... 24.93 15.55 AtlasEnergy AESI 4.3 29 22.37 –1.20 .24
25.97 20.93 BancodeChile BCH 5.3 8 23.38 +0.581.6924 31.52 18.09 BrightSphere BSIG .1 19 30.93 –0.25 .01
184.27 123.94 AdvDrainageSys WMS .5 21 129.88 –5.41 .16 8.40 3.01 AnywhereRealEst HOUS ... dd 4.81 –0.09 ... 152.65 110.46 AtmosEnergy ATO 2.5 21 141.96 –9.36 .87
35.61 22.93 Bladex BLX 5.7 6 35.32 +1.25 .50 8.01 5.07 BrightSpire BRSP10.1 dd 6.32 –0.02 .16
33.00 20.86 AdvanSix ASIX 2.0 22 31.48 –0.99 .16 395.33 268.06 Aon AON .7 32 378.00 –13.54 .675 45.43 21.09 AtmusFiltration ATMU .5 20 42.64 –0.65 .05
89.45 24.41 BancoMacro BMA 7.3 4 86.62 +1.721.7446 18.89 7.75 BrightView BV ... cc 17.22 +0.12 ...
6.96 5.53 Aegon AEG 4.6 dd 6.48 –0.01.1723 9.49 7.05 ApartmtInv AIV ... dd 8.68 –0.16 ... 3.48 1.01 ATRenew RERE ... dd 3.24 –0.05 ...
6.66 4.05 BancSanBrasil BSBR 5.4 ... 4.22 +0.06.0714 115.91 79.03 Brink's BCO 1.0 36 94.63 –2.08.2425
100.81 70.48 AerCap AER 1.0 8 95.91 –3.45 .25 40.89 30.26 APi Group APG ... dd 38.60 +0.82 ... 10.85 6.17 Auna AUNA ... dd 7.02 –0.17 ...
21.43 17.73 BcoSantChile BSAC 3.0 10 19.15 +0.18.7557 133.82 37.25 BrinkerIntl EAT ... 32 129.85 –2.42 ...
7.25 2.20 AevaTech AEVA ... dd 4.66 +0.06 ... 12.74 8.52 ApolloComRlEst ARI 11.0 dd 9.08 –0.17 .25 34.70 21.89 Autohome ATHM 6.0 14 28.19 +0.68 1.15
5.27 3.83 BancoSantander SAN 3.1 6 4.87 +0.25.1116 61.08 39.35 BristolMyers BMY 4.0 dd 59.38 +0.16 .60
199.52 136.64 AffiliatedMgrs AMG .0 12 184.42 –3.12 .01 178.75 89.76 ApolloGlblMgmt APO 1.0 19 177.85 +2.82.4625 129.38 89.51 Autoliv ALV 2.9 13 97.31 –1.81 .70
37.85 27.75 BanColombia CIB 10.4 10 32.72 +0.02.8044 0.10 0.03 BristolMyersRt CELG.RT36.2 ... .06 +0.01.0199
155.35 124.16 AgilentTechs A .7 32 140.58 +2.61.248 17.90 13.60 AppleHospREIT APLE 6.0 19 16.05 –0.06 .08 197.18 133.01 AutoNation AN ... 10 177.90 –0.99 ...
48.08 30.45 BankofAmerica BAC 2.2 17 46.75 –0.76 .26 41.50 24.33 Bristow VTOL ... 19 34.89 –3.33 ...
13.76 1.50 agilon health AGL ... dd 2.17 +0.08 ... 282.98 163.50 AppliedIndlTechs AIT .5 28 273.82 –0.90 .37 3313.00 2510.00 AutoZone AZO ... 22 3309.44 +139.90 ...
40.55 28.73 BankofButterfield NTB 4.7 8 37.65 –0.28 .44 39.54 28.25 BritishAmTob BTI 7.8 dd 37.80 –0.14.7431
89.00 44.37 AgnicoEagleMines AEM 1.9 42 83.59 –0.83 .40 178.03 122.29 Aptargroup ATR 1.1 34 171.15 –1.81 .45 239.29 169.37 Avalonbay AVB 3.0 31 226.55 –8.80 1.70
82.70 54.50 BankofHawaii BOH 3.7 23 76.42 –2.56 .70 30.67 20.80 BrixmorProp BRX 3.9 27 29.74 –0.33.2875
78.39 54.28 AgreeRealty ADC 4.1 41 74.72 –2.08 .253 104.63 76.98 BankMontreal BMO 4.3 16 103.39 +8.141.1329 237.96 188.30 BroadridgeFinl BR 1.5 41 235.43 –0.59 .88
52.31 38.92 AirLease AL 1.8 11 50.03 –0.87 .22 82.72 48.34 BankNY Mellon BK 2.3 18 80.51 –1.36 .47 19.15 14.21 Broadstone BNL 6.7 23 17.24 –0.27 .29
337.00 212.24 AirProducts APD 2.2 19 320.11 –14.22 1.77 8.12 5.08 BrookdaleSrLiving BKD ... dd 5.55 –0.13 ...
Five-Day Dow Composite

57.07 43.68 BankNovaScotia BNS 5.5 13 55.77 –1.25.7535
231.40 163.74 AlamoGroup ALG .5 20 196.09 –3.86 .26 44.45 24.34 BankUnited BKU 2.8 17 41.70 –0.37 .29 58.53 35.66 BrookfieldAsset BAM 2.6 52 57.55 +0.39 .38
21.45 11.24 AlamosGold AGI .5 32 19.06 +0.24 .025 13.71 7.07 Barclays BCS 3.0 9 13.54 +0.06.1528 28.29 18.21 BrookfieldBus BBUC .9 dd 26.64 –0.95.0625
56.95 32.62 AlaskaAir ALK ... 22 54.34 +1.74 ... 10.38 8.55 BaringsBDC BBDC10.7 9 9.76 –0.48 .26 62.44 35.66 Brookfield BN .5 cc 59.81 –1.58 .08
99.41 67.39 AlbanyIntl AIN 1.3 25 80.09 –2.81 .26 45.29 28.47 BrookfieldInfr BIPC 3.8 dd 42.80 –2.09.405
153.54 71.97 Albemarle ALB 1.5 dd 104.96 –2.74.405 Mixed Results: The Dow declined 0.6% last week even as the S&P 500 226.00 6.05 Barnes&NobleEduc BNED ... dd 10.50 –0.44 ...
36.50 24.84 BrookfieldInfr BIP 4.7 dd 34.41 –0.56.405
47.40 27.99 BarnesGroup B 1.4 dd 46.98 +0.14 .16
23.47 17.80 Albertsons ACI 2.5 11 19.14 –0.71 .12 rose 1% to a record high. Salesforce gained 9% on stronger-than-ex- 21.35 13.76 BarrickGold GOLD 2.4 18 16.77 –0.72 .10 35.14 21.35 BrookfieldRenew BEPC 4.8 dd 29.74 –2.18 .355
47.77 23.80 Alcoa AA .9 dd 42.49 –3.94 .10 52.99 26.21 Bath&BodyWks BBWI 2.2 9 36.60 +0.36 .20 62.26 35.80 BrookWealth BNT .0 ... 59.71 –1.68 .08
101.10 71.46 Alcon ALC ... 37 86.76 –2.09 ... pected earnings. UnitedHealth dropped 10% after an executive’s murder. 11.55 10.82 BatteryFutureA BFAC ... 29 11.14 +0.03 ... 114.15 69.13 Brown&Brown BRO .5 30 109.18 –3.92 .15
20.30 15.53 Alexander&Baldwin ALEX 4.6 32 19.44 –0.24.2225 21.69 13.16 Bausch+Lomb BLCO ... dd 20.07 +0.25 ... 61.45 39.33 Brown-Forman A BF.A 2.1 21 43.97 +2.61.2265
251.63 187.39 Alexander's ALX 8.2 24 219.40 –4.214.50 Monday Tuesday Wednesday Thursday Friday 11.46 3.96 BauschHealth BHC ... dd 8.15 –0.22 ... 60.97 39.95 Brown-Forman B BF.B 2.0 21 44.41 +2.33.2265
135.45 102.89 AlexandriaRlEst ARE 5.0 63 103.85 –6.38 1.30 44.01 31.60 BaxterIntl BAX 2.1 cc 31.80 –1.91 .17 99.68 69.05 Brunswick BC 2.2 19 76.81 –3.70 .42
117.82 66.63 Alibaba BABA 1.1 18 85.93 –1.44 .66 45,060 4.08 2.56 BaytexEnergy BTE 2.6 dd 2.58 –0.27 .016 54.25 34.87 Buckle BKE 2.6 13 53.04 +0.95 .35
10.38 6.15 Alight ALIT 2.1 dd 7.48 –0.52 .04 13.45 5.14 Beachbody BODI ... dd 6.26 –0.16 ... 18.84 9.13 Buenaventura BVN ... 9 12.08 –0.02 ...
156.10 106.66 Allegion ALLE 1.4 22 140.49 –0.35 .48 38.22 25.48 BeazerHomes BZH ... 7 32.27 –2.68 ... 47.01 21.24 Build-A-Bear BBW 2.0 12 41.02 +3.03 .20
65.86 55.86 Allete ALE 4.4 21 64.54 –0.34 .705 44,930 249.89 218.75 BectonDicknsn BDX 1.9 37 220.02 –1.88 1.04 214.70 130.75 BuildersFirst BLDR ... 17 175.82 –10.65 ...
38.96 28.68 AllianceBernstein AB 8.4 10 35.60 –0.67 .77 (Previous Friday Close) 131.82 71.19 Belden BDC .2 28 122.39 –0.01 .05 114.92 82.18 BungeGlobal BG 3.2 11 84.00 –5.74 .68
122.53 54.71 AllisonTransm ALSN .9 14 117.42 –1.08 .25 79.90 48.06 BellRing BRBR ... 42 77.94 –0.52 ... 16.77 12.07 BurfordCapital BUR 1.9 11 13.30 –0.33.0625
209.88 134.17 Allstate ALL 1.8 13 203.64 –3.75 .92 52.57 25.28 BenchmarkElec BHE 1.4 28 47.62 –0.87 .17 298.89 173.42 BurlingtonStrs BURL ... 40 288.97 +7.09 ...
4.00 0.31 AllurionTech ALUR ... dd .37 –0.01 ...
44,800 3.55 0.67 ButterflyNtwk BFLY ... dd 3.26 –0.03 ...
65.49 45.75 Berkley WRB .5 16 62.95 –1.60 .25
45.46 29.05 AllyFinancial ALLY 3.1 15 38.55 –1.43 .30 741971 534914 BerkHathwy A BRK.A ... 9 705236 –18803 ... 32.89 19.70 BylineBancorp BY 1.1 11 31.55 +0.13 .09
7.30 3.71 AlmacenesExito EXTO 1.2 99 3.82 +0.08.0113 491.67 351.02 BerkHathwy B BRK.B ... 10 470.50 –12.52 ... C
452.00 185.00 AlphaMetal AMR ... 8 224.58 –20.99 ... 44,670 32.36 20.50 BerkshireHills BHLB 2.3 33 30.75 +0.27 .18
19.42 14.33 AlpineIncmProp PINE 6.3 73 17.65 –0.24 .28 73.31 49.63 BerryGlobal BERY 1.8 16 69.65 –2.66 .31 588.26 314.06 CACI Intl CACI ... 23 454.52 –5.36 ...
13.67 5.40 AltaEquipment ALTG 2.8 dd 8.06 +0.15 .057 -128.65 -76.47 +308.51 -248.33 -123.19 103.71 69.29 BestBuy BBY 4.3 15 88.17 –1.83 .94 172.43 31.47 CAVA CAVA ... cc 150.88 +9.98 ...
3.66 1.52 AlticeUSA ATUS ... dd 2.58 +0.17 ... 44,540 21.28 11.67 BetterwaredeMexico BWMX 11.1 9 12.11 –0.51.3775 86.36 57.44 CBIZ CBZ ... 33 78.90 –3.68 ...
24.00 3.61 AltoNeurosci ANRO ... dd 3.91 –0.50 ... 37.10 5.57 Beyond BYON ... dd 6.01 –0.28 ... 32.20 20.97 CBL&Assoc CBL 5.1 31 31.47 +0.57 .40
58.04 39.25 Altria MO 7.1 10 57.32 –0.42 1.02
10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4
4.80 1.17 BigBear.ai BBAI ... dd 3.38 +1.09 ... 142.00 81.62 CBRE Group CBRE ... 44 137.88 –2.11 ...
7.28 2.71 AltusPower AMPS ... 19 4.00 –0.32 ... 1149.99 735.00 BiglariA BH.A ... 14 1135.00 +59.99 ... 94.46 69.13 CF Industries CF 2.3 14 88.44 –1.22 .50
D ATA NEW YORK STOCK EXCHANGE COMPOSITE LIST B A R R ON S .C OM / D ATA

118.89 96.92 CGI A GIB .4 21 112.76 +0.34.1083 6.71 4.02 CityOfficeREIT CIO 7.0 dd 5.69 –0.11 .10 25.14 14.79 DXC Tech DXC ... cc 22.19 –0.31 ... 7.05 3.92 EmeraldHldg EEX .0 dd 4.84 –0.13 .015 223.23 131.41 Fiserv FI ... 40 207.28 –13.68 ...
8.04 3.34 CI&T CINT ... 41 6.94 +0.17 ... 28.92 21.44 Civeo CVEO 4.4 16 22.73 –0.65 .25 15.07 7.58 Dana DAN 3.2 dd 12.45 +2.45 .10 3.00 1.41 Emeren SOL ... dd 1.90 ... ... 4.39 2.45 FivePoint FPH ... 8 3.94 –0.12 ...
21.26 10.31 CMB.TECH CMBT10.4 2 10.36 –0.86 .81 78.63 46.18 CivitasRscs CIVI 4.3 5 46.96 –4.92 .50 281.70 215.68 Danaher DHR ... 44 230.12 –9.57 ... 15.10 1.42 EmergentBiosol EBS ... dd 9.01 –1.11 ... 35.98 18.83 FiverrIntl FVRR ... cc 35.35 +2.74 ...
72.40 55.10 CMS Energy CMS 3.1 19 67.17 –2.54 .515 9.61 4.25 Clarivate CLVT .0 dd 5.72 –0.01 .00 98.25 66.45 Danaos DAC 4.2 3 81.37 +1.99 .85 134.85 88.53 EmersonElec EMR 1.6 38 130.98 –1.62.5275 34.47 5.10 FlagstarFinl FLG .3 dd 11.43 –0.54 .01
52.36 40.92 CNA Fin CNA 3.5 10 50.09 –0.35 .44 15.25 6.07 ClarosMtg CMTG13.8 dd 6.17 –0.62 .10 73.60 4.42 DanimerScientific DNMR ... dd 4.88 –1.62 ... 11.62 8.78 EmpireStateRealty ESRT 1.3 40 10.89 –0.07 .035 31.41 21.39 FlexLNG FLNG13.7 13 21.93 –2.21 .75
13.30 9.28 CNH Indl CNH 3.9 9 11.98 –0.58 .47 267.11 161.39 CleanHarbors CLH ... 32 248.00 –12.09 ... 30.85 13.62 DaqoNewEnergy DQ ... dd 18.08 –1.95 ... 54.44 38.21 EmployersHldgs EIG 2.2 10 53.37 +0.01 .30 135.67 89.06 Floor&Decor FND ... 61 109.92 –2.29 ...
40.91 24.92 CNO Financial CNO 1.6 16 38.97 –0.93 .16 2.06 1.29 ClearChannelOutdr CCO ... dd 1.56 +0.05 ... 177.67 135.87 Darden DRI 3.2 20 169.75 –6.52 1.40 46.87 13.78 EmpresaDisCom EDN ... dd 46.50 +6.52 ... 9.14 2.64 FlotekIndustries FTK ... 31 8.28 –0.22 ...
41.93 19.07 CNX Resources CNX ... 12 36.82 –3.70 ... 38.88 16.05 ClearSecure YOU 1.8 32 27.07 +1.19 .125 51.36 32.67 DarlingIngred DAR ... 22 35.95 –4.58 ... 44.14 32.85 Enbridge ENB 6.1 20 43.14 –0.24.6499 26.12 21.20 FlowersFoods FLO 4.4 19 21.94 –0.68 .24
134.59 75.43 CONSOL Energy CEIX .4 9 117.11 –13.59 .25 35.71 15.62 ClearwaterAnalytic CWAN ... cc 29.75 –1.29 ... 169.52 103.40 DaVita DVA ... 17 160.25 –5.92 ... 104.55 64.15 EncompassHealth EHC .7 25 102.50 –0.44 .17 62.32 38.24 Flowserve FLS 1.4 30 60.83 –0.19 .21
34.22 22.20 COPTDefenseProp CDP 3.6 27 32.62 –0.33 .295 57.13 24.17 ClearwaterPaper CLW ... 31 26.84 –0.28 ... 82.69 47.08 Dayforce DAY ... cc 78.56 –1.43 ... 81.06 23.28 Endava DAVA ... cc 30.05 +1.74 ... 60.10 35.04 Fluor FLR ... 37 55.79 –0.34 ...
104.23 63.72 CRH CRH 1.4 21 103.00 +0.73 .35 28.71 19.33 ClearwayEnergyA CWEN.A 6.2 26 26.56 –1.25.424 207.29 108.65 DeckersOutdoor DECK ... 35 199.55 +3.59 ... 30.60 22.64 Endeavor EDR .8 dd 30.43 +0.06 .06 284.79 158.43 FlutterEnt FLUT ... ... 280.38 +4.06 ...
8.80 4.71 CS Disco LAW ... dd 6.01 +0.09 ... 30.92 20.63 ClearwayEnergyC CWEN 5.9 27 28.24 –1.25.424 469.39 340.20 Deere DE 1.3 17 444.00 –21.90 1.62 5.67 1.42 EndeavourSilver EXK ... dd 4.11 –0.10 ... 143.43 85.30 FomentoEconMex FMX 2.9 25 90.83 +1.44.4218
21.15 16.16 CTO Realty CTO 7.4 55 20.44 +0.03 .38 22.97 10.21 Cleveland-Cliffs CLF ... dd 11.84 –0.61 ... 50.50 37.02 DelekLogistics DKL 11.2 14 39.20 –1.14 1.10 3.53 2.51 EnelChile ENIC 7.5 5 2.77 +0.05.2093 35.60 19.33 FootLocker FL ... dd 22.00 –3.15 ...
59.68 39.43 CTS CTS .3 28 54.81 –0.10 .04 7.12 3.38 ClipperRealty CLPR 8.1 dd 4.71 –0.35 .095 33.60 15.36 DelekUS DK 5.5 dd 18.42 –0.63 .255 9.56 4.01 Enerflex EFXT ... dd 9.19 +0.04 ... 14.85 9.49 FordMotor F 5.7 12 10.51 –0.62 .15
40.65 18.85 C3.ai AI ... dd 40.52 +3.34 ... 171.37 127.60 Clorox CLX 2.9 58 166.97 –0.20 1.22 179.70 68.43 DellTechC DELL ... 22 123.40 –4.19 ... 39.52 26.92 Energizer ENR 3.2 74 37.88 –0.23 .30 40.92 27.49 Forestar FOR ... 7 28.34 –1.51 ...
38.07 15.60 CVR Energy CVI 10.6 27 18.78 –0.57 .50 116.00 66.24 Cloudflare NET ... dd 112.96 +13.13 ... 67.50 36.34 DeltaAir DAL .9 9 64.53 +0.71 .15 20.02 13.12 EnergyTransfer ET 6.7 14 19.26 –0.60.3225 4.02 0.80 ForgeGlobal FRGE ... dd 1.06 –0.03 ...
88.94 60.50 CVR Partners UAN 8.7 16 77.11 –4.49 1.19 2.84 0.81 CN Finance CNF ... 3 .92 –0.03 ... 24.87 18.34 Deluxe DLX 5.2 19 23.29 +0.12 .30 2.68 0.78 EnergyVault NRGV ... dd 1.76 –0.30 ... 46.06 36.86 Fortis FTS 4.0 19 44.48 –0.20.4382
83.25 52.71 CVS Health CVS 4.8 14 55.29 –4.56 .665 73.53 57.47 Coca-Cola KO 3.1 26 62.53 –1.55 .485 11.57 4.36 DesignerBrands DBI 3.4 dd 5.82 +0.86 .05 51.91 28.24 EnerpacTool EPAC .1 30 47.14 –1.12 .04 87.10 66.15 Fortive FTV .4 31 78.89 –0.44 .08
574.53 311.28 CableOne CABO 2.8 13 421.73 +1.51 2.95 104.38 77.02 Coca-Cola Femsa KOF 3.5 14 81.85 +2.22.7433 11.80 3.62 DesktopMetal DM ... dd 3.95 –0.21 ... 112.53 86.41 EnerSys ENS 1.0 13 94.71 –1.95 .24 6.36 2.63 FortunaMining FSM ... 65 4.72 –0.06 ...
117.46 70.63 Cabot CBT 1.6 16 105.03 –4.59 .43 7.72 2.42 CoeurMining CDE ... dd 6.65 +0.19 ... 19.00 8.06 Despegar.com DESP ... cc 17.53 –0.36 ... 10.41 7.52 Enfusion ENFN ... cc 10.21 +0.27 ... 90.54 62.54 FortuneBrands FBIN 1.2 22 78.87 +0.57 .24
70.01 37.58 Cactus WHD .8 23 63.96 –4.70 .13 110.67 62.75 Cohen&Steers CNS 2.3 38 100.60 –4.06 .59 105.00 8.25 DestinyTech100 DXYZ ... cc 67.26 +26.00 ... 11.74 6.85 Enhabit EHAB ... dd 7.73 ... ... 23.82 12.83 ForumEnergyTech FET ... dd 14.26 –0.99 ...
28.75 16.29 Cadeler CDLR ... ... 24.16 –0.27 ... 113.60 40.04 Coherent COHR ... dd 111.24 +11.08 ... 18.07 12.43 DeutscheBank DB 2.7 9 17.79 +0.78.486 4.00 1.40 Enlightify ENFY ... dd 1.46 –0.29 ... 30.93 22.38 FourCornersProp FCPT 4.9 27 29.17 –0.54 .355
40.20 24.99 CadenceBank CADE 2.7 11 37.62 –0.57 .25 109.30 75.50 ColgatePalm CL 2.1 27 94.23 –2.40 .50 55.09 34.76 DevonEnergy DVN 3.5 6 34.99 –2.96 .22 25.75 18.88 Ennis EBF 4.7 13 21.16 –0.17 2.50 22.70 7.41 FourSeasonsEduc FEDU21.8 32 10.46 –0.068.40
40.28 29.19 Cadre CDRE 1.0 43 35.53 +2.14.0875 11.41 9.16 ColombierAcqnIIA CLBR ... 46 11.31 +0.69 ... 154.71 117.72 Diageo DEO 3.3 18 122.99 +3.632.5192 108.15 46.72 EnovaIntl ENVA ... 17 105.71 +0.20 ... 137.60 102.29 Franco-Nevada FNV 1.2 dd 120.65 –1.97 .36
24.02 15.95 CAE CAE ... dd 23.51 +0.04 ... 18.49 10.33 ColonyBankcorp CBAN 2.6 14 17.59 –0.04.1125 10.00 7.74 Diamondrock DRH 1.3 34 9.58 +0.30 .03 65.03 38.27 Enovis ENOV ... dd 47.63 –1.18 ... 14.66 11.99 FrankBSPRealty FBRT10.9 16 12.98 –0.10 .355
44.51 26.05 Caleres CAL 1.0 6 27.18 –3.89 .07 73.45 45.32 Comerica CMA 4.1 17 69.38 –2.87 .71 3.22 1.73 DianaShipping DSX 12.6 28 1.86 +0.08 .01 197.37 134.04 Enpro NPO .6 95 193.00 +3.90 .30 44.96 33.75 FranklinCovey FC ... 21 36.18 –0.20 ...
60.41 43.09 CaliforniaRscs CRC 2.9 8 53.60 –5.56.3875 510.79 188.50 ComfortSystems FIX .3 38 497.00 +3.73 .35 239.30 136.58 Dick's DKS 2.0 16 217.09 +9.85 1.10 158.07 96.15 Entergy ETR 3.2 18 151.56 –4.61 .60 30.32 18.95 FranklinRscs BEN 5.7 25 21.92 –0.84 .32
56.25 43.50 CalWtrSvc CWT 2.3 14 48.70 –2.49 .28 64.53 45.55 CommercialMetals CMC 1.2 15 61.37 –0.32 .18 51.81 27.44 DieboldNixdorf DBD ... 1 46.89 +0.67 ... 34.63 25.96 EnterpriseProd EPD 6.4 12 32.80 –1.63 .525 55.24 36.26 FreeportMcM FCX 1.4 31 42.07 –2.13 .075
45.15 26.76 Calix CALX ... dd 34.06 +1.53 ... 73.39 41.50 CommunityFinSys CBU 2.7 21 68.68 –0.55 .46 198.00 130.00 DigitalRealty DLR 2.5 cc 192.69 –3.00 1.22 4.41 1.33 Entravision EVC 8.4 dd 2.37 –0.07 .05 24.31 17.93 FreseniusMedCare FMS 1.8 20 24.06 +2.04.6342
127.69 90.50 CamdenProperty CPT 3.4 39 121.90 –3.90 1.03 6.29 2.31 CommunityHlthSys CYH ... dd 3.47 +0.03 ... 20.99 11.07 DigitalBridge DBRG .3 17 12.84 –0.26 .01 12.79 6.57 Enviri NVRI ... dd 7.57 +0.17 ... 35.27 21.23 FreshDelMonte FDP 3.0 cc 33.55 –0.20 .25
62.55 35.43 Cameco CCJ ... cc 61.06 +1.61 ... 29.16 15.06 CommunityHlthcr CHCT10.2 dd 18.14 –0.76 .465 44.80 26.63 DigitalOcean DOCN ... 47 40.17 +2.09 ... 25.64 15.15 Envista NVST ... dd 19.89 –2.40 ... 29.39 15.11 Frontline FRO 12.8 6 15.29 –0.89 .34
28.72 17.29 CampingWorld CWH 2.0 dd 24.69 +0.25 .125 18.36 13.10 SABESP SBS 1.4 6 14.97 –0.29.2808 476.48 328.00 Dillard's DDS .2 11 444.10 +0.98 .25 1.50 0.93 EnzoBiochem ENZ .0 dd 1.05 –0.03 .10 19.76 18.04 FrontViewREIT FVR 4.5 ... 19.25 –0.14 .215
14.75 9.23 CanadaGoose GOOS ... 22 9.51 +0.07 ... 2.76 1.99 EngGr-Cmg C CIG.C10.6 4 2.40 –0.02.0275 52.05 28.25 DineBrands DIN 6.3 5 32.42 –3.50 .51 309.63 213.02 Equifax EFX .6 59 266.82 +5.26 .39 3.82 1.10 fuboTV FUBO ... dd 1.70 +0.09 ...
67.14 42.59 CIBC CM 3.8 13 66.66 +1.90.6912 2.19 1.65 EngGr-Cmg CIG 13.5 4 1.88 –0.07.0275 4.60 1.07 Dingdong DDL ... 35 4.41 +0.13 ... 32.66 22.15 Equinor EQNR 4.8 7 23.23 –0.95 .35 10.93 5.70 FullTruck YMM 1.2 26 10.76 +0.75.1264
134.02 105.28 CanNtlRlwy CNI ... 17 106.96 –4.73 ... 8.91 6.24 COPEL ELP 3.7 ... 6.32 –0.15.0705 188.26 96.46 DiscoverFinSvcs DFS 1.6 14 179.22 –3.21 .70 50.51 31.76 Equitable EQH 2.0 dd 47.25 –0.98 .24 87.67 72.60 FullerHB FUL 1.2 23 75.54 –1.35.2225
41.29 29.46 CanadianNatRscs CNQ 4.7 12 32.27 –1.55.3897 8.25 5.43 COPEL ELPC 3.8 7 5.43 –0.29.0641 123.74 83.91 Disney DIS .6 43 116.73 –0.74 .50 50.85 30.44 EquityBcshs EQBK 1.1 43 47.53 –0.46 .15 8.36 4.15 FutureFuel FF 4.7 6 5.14 –0.07 .06
91.58 72.22 CdnPacKC CP .8 27 75.31 –1.28.1375 4.03 1.82 CiaSiderurgica SID 11.4 dd 1.83 –0.04.0919 18.05 10.54 DiversifiedEnergy DEC 7.6 5 15.35 –1.01 .29 21.00 17.93 EquityCommnwlth EQC .0 53 20.39 +0.0519.00
G
4.85 0.94 Cango CANG ... 10 4.57 +0.43 ... 13.74 10.00 CerveceriasUnid CCU 2.2 15 11.45 –0.01.1498 90.06 66.35 DolbyLab DLB 1.7 29 79.15 +0.83 .33 76.60 59.82 EquityLife ELS 2.7 37 69.70 –1.63.4775
22.99 16.94 Cannae CNNE 2.3 dd 20.80 –0.90 .12 25.07 19.76 CompassDiversif CODI 4.3 dd 23.18 –0.52 .25 17.12 10.71 Dole DOLE 2.2 8 14.71 –0.36 .08 78.83 57.33 EquityResdntl EQR 3.7 31 73.75 –2.91 .675 167.25 112.46 GATX GATX 1.4 21 160.83 –3.33 .58
198.30 114.89 CapitalOne COF 1.3 18 187.96 –4.05 .60 7.69 2.57 Compass COMP ... dd 7.06 –0.03 ... 168.07 72.12 DollarGeneral DG 2.9 13 81.59 +4.32 .59 1.95 1.05 EquusTotReturn EQS ... dd 1.15 –0.05 ... 56.00 2.12 GCT Semiconductor GCTS ... dd 2.51 –0.04 ...
51.23 18.70 Capri CPRI ... dd 22.29 –1.12 ... 27.25 7.51 CompassMinerals CMP 4.4 dd 13.57 –1.86 .15 61.97 43.53 DominionEner D 4.8 20 56.05 –2.70.6675 15.26 7.13 ErmenegildoZegna ZGN 1.5 19 8.27 +0.18.1289 194.80 94.89 GE Aerospace GE .6 31 175.58 –6.58 .08
126.23 93.17 CardinalHealth CAH 1.6 24 122.76 +0.52.5056 15.84 7.07 ComstockRscs CRK ... dd 14.52 –1.05 ... 542.75 392.52 Domino's DPZ 1.3 28 459.59 –16.60 1.51 24.34 12.63 EroCopper ERO ... 80 14.18 –1.04 ... 29.86 9.96 GEO Group GEO ... cc 28.42 –0.09 ...
33.15 20.10 CareTrustREIT CTRE 4.0 41 29.34 –0.45 .29 33.24 26.21 ConagraBrands CAG 5.1 27 27.24 –0.31 .35 78.95 61.26 Donaldson DCI 1.5 21 72.88 –5.17 .27 65.33 48.73 EssentGroup ESNT 2.0 8 56.14 –1.64 .28 357.09 115.00 GE Vernova GEV ... cc 346.51 +12.39 ...
481.26 291.23 Carlisle CSL .9 12 440.01 –16.69 1.00 24.81 18.89 Concentra CON 1.2 ... 20.27 –1.55.0625 71.01 56.02 DonnelleyFin DFIN ... 19 60.27 +0.02 ... 34.88 23.58 EssentialProp EPRT 3.6 28 32.67 –1.43 .29 48.87 28.21 GFLEnvironmental GFL .1 dd 46.03 –1.07 .014
88.22 65.38 CarMax KMX ... 33 86.23 +2.26 ... 26.70 3.82 ConcordMed CCM ... dd 4.75 –0.34 ... 51.66 22.46 DorianLPG LPG .0 4 22.69 –1.78 1.00 41.78 33.57 EssentialUtil WTRG 3.3 20 38.94 –1.09.3255 105.54 69.71 GMS GMS ... 16 97.05 –3.30 ...
27.17 13.78 Carnival CCL ... 24 26.61 +1.18 ... 117.27 61.05 Conmed CNMD 1.1 17 72.24 –1.80 .20 43.00 16.11 DoubleVerify DV ... 55 20.67 +0.34 ... 317.73 223.06 EssexProp ESS 3.3 35 300.10 –10.36 2.45 45.93 32.83 GSK GSK 4.5 22 34.57 +0.44.3928
24.66 12.50 Carnival CUK ... 22 24.19 +1.20 ... 135.18 101.30 ConocoPhillips COP 3.0 12 103.22 –5.12 .78 31.39 21.31 DouglasDynamics PLOW 4.6 11 25.43 –0.46 .295 159.75 62.29 EsteeLauder EL 1.8 cc 79.32 +7.20 .35 63.33 46.07 GXO Logistics GXO ... 56 49.75 –11.08 ...
198.24 58.87 CarpenterTech CRS .4 43 193.52 –0.52 .20 107.75 85.85 ConEd ED 3.5 18 94.82 –5.77 .83 3.16 1.00 DouglasElliman DOUG ... dd 2.42 –0.12 ... 35.62 26.53 EthanAllen ETD 5.2 12 30.15 –0.58 .39 316.72 218.63 Gallagher AJG .8 56 296.71 –15.53 .60
40.91 22.84 CarriageSvcs CSV 1.1 18 39.75 –0.80.1125 274.87 224.76 ConstBrands A STZ 1.7 77 239.00 –1.95 1.01 19.80 12.36 DouglasEmmett DEI 3.9 dd 19.52 +0.16 .19 7.57 2.33 EveHolding EVEX ... dd 4.46 +0.27 ... 64.83 9.95 GameStop GME ... cc 29.06 +0.01 ...
83.32 53.13 CarrierGlobal CARR 1.0 19 73.67 –3.70 .19 23.20 10.49 Constellium CSTM ... 16 11.73 –0.53 ... 208.26 143.31 Dover DOV 1.0 18 201.46 –4.44 .515 9.20 2.51 Eventbrite EB ... dd 3.67 +0.15 ... 5.93 1.89 Gannett GCI ... dd 5.29 +0.10 ...
21.24 15.05 Cars.com CARS ... 32 18.78 –1.09 ... 37.80 1.79 ContainerStore TCS ... dd 2.16 –1.34 ... 60.69 41.73 Dow DOW 6.7 28 41.99 –2.22 .70 324.06 151.29 EvercoreA EVR 1.1 38 297.76 –10.14 .80 8.44 2.40 GaotuTechedu GOTU ... dd 2.43 –0.38 ...
88.03 50.27 Carter's CRI 5.8 9 54.84 +0.27 .80 9.67 5.15 Volaris VLRS ... 5 8.48 +0.78 ... 61.75 22.96 Doximity DOCS ... 64 55.53 +2.53 ... 407.30 343.76 Everest EG 2.2 6 371.40 –16.162.00 30.75 18.34 Gap GAP 2.3 12 26.00 +1.75 .15
268.34 37.47 Carvana CVNA ... cc 251.21 –9.21 ... 13.68 7.36 Cool CLCO18.5 4 7.46 –0.87 .15 16.89 12.90 DrReddy'sLab RDY .6 19 14.57 +0.43.4068 13.50 6.37 Everi EVRI ... 91 13.48 +0.01 ... 219.54 119.15 Garmin GRMN 1.4 28 218.58 +5.98 .75
62.20 36.74 Catalent CTLT ... dd 61.83 +0.72 ... 20.82 11.24 Cooper-Standard CPS ... dd 14.84 –0.60 ... 44.38 23.46 DreamFinders DFH ... 10 30.50 –2.77 ... 69.01 52.09 EversourceEner ES 4.8 dd 59.78 –4.71 .715 559.00 411.15 Gartner IT ... 38 517.37 –0.56 ...
418.50 257.00 Caterpillar CAT 1.4 18 395.03 –11.08 1.41 114.00 80.01 Copa CPA 7.2 ... 89.63 –3.74 1.61 11.10 5.38 DuckhornPtf NAPA ... 24 11.06 +0.06 ... 42.21 28.76 Evertec EVTC .6 28 35.43 –0.57 .05 23.34 11.22 GatesIndustrial GTES ... 27 22.64 +0.48 ...
7.80 3.02 Cato CATO19.9 dd 3.41 +0.22 .17 62.15 36.49 Core&Main CNM ... 25 53.86 +5.31 ... 70.50 47.53 Ducommun DCO ... 32 63.67 –3.33 ... 70.37 40.05 EverusConstrn ECG ... 0 68.62 +4.96 ... 20.31 5.42 GatosSilver GATO ... 32 15.34 –0.12 ...
172.16 68.88 Celanese CE 4.0 7 70.54 –2.67 .70 25.13 13.82 CoreLabs CLB .2 30 19.38 –0.97 .01 121.25 90.09 DukeEnergy DUK 3.7 20 112.10 –4.951.045 35.00 10.82 EvolentHealth EVH ... dd 11.15 –1.77 ... 23.43 14.23 GencoShipping GNK 10.6 10 15.03 –0.84 .40
96.00 26.45 Celestica CLS ... 30 94.86 +9.62 ... 34.66 20.16 CorebridgeFin CRBG 2.9 dd 31.95 –0.42 .23 12.95 8.78 Dun&Bradstreet DNB 1.6 dd 12.43 –0.27 .05 32.25 13.38 ExcelerateEner EE .4 31 31.30 +0.33 .06 195.94 108.89 Generac GNRC ... 37 179.22 –8.98 ...
6.65 4.68 CementosPacasm CPAC 8.4 10 5.91 +0.16.5421 24.22 10.02 CoreCard CCRD ... 48 23.85 +2.87 ... 90.06 61.14 DuPont DD 1.8 44 82.82 –0.77 .38 131.59 111.20 ExpeditorsIntl EXPD 1.2 23 119.28 –2.36 .73 316.90 247.36 GeneralDynamics GD 2.1 21 271.80 –12.21 1.42
9.27 5.00 Cemex CX 1.1 19 5.81 +0.24 .349 24.99 10.74 CoreCivic CXW ... 32 21.52 –0.81 ... 56.10 25.46 DutchBros BROS ... cc 55.14 +1.41 ... 24.50 11.83 Expro XPRO ... 89 11.89 –2.00 ... 75.90 61.48 GeneralMills GIS 3.7 16 65.06 –1.20 .60
253.27 195.83 Cencora COR .9 32 243.41 –8.14 .55 51.03 29.01 Corning GLW 2.3 cc 49.56 +0.89 .28 207.20 106.50 DycomInds DY ... 25 192.61 +11.45 ... 184.87 131.02 ExtraSpaceSt EXR 4.0 43 163.54 –7.42 1.62 61.24 32.83 GeneralMotors GM .9 6 53.41 –2.18 .12
21.90 14.69 CenovusEnergy CVE 2.1 10 15.02 –0.75.1294 41.44 23.32 Vesta VTMX 2.5 5 24.84 +0.74.1843 4.85 2.27 DynagasLNG DLNG 4.4 3 4.47 –0.19.049 126.34 95.77 ExxonMobil XOM 3.5 14 113.57 –4.39 .99 43.00 23.21 Genesco GCO ... dd 40.95 +7.36 ...
81.42 56.44 Centene CNC ... 10 56.76 –3.24 ... 385.30 247.10 Corpay CPAY ... 26 365.76 –15.42 ... 61.41 39.42 Dynatrace DT ... cc 58.31 +2.12 ... 15.17 10.01 GenesisEnergy GEL 6.0 dd 11.04 –0.94 .165
F
33.00 25.41 CenterPointEner CNP 2.7 21 31.66 –0.96 .21 19.98 13.74 CorpAmAirports CAAP ... 9 19.67 +0.77 ... 13.13 11.36 DynexCapital DX 14.2 10 12.64 +0.09 .15 30.90 14.00 GenieEnergy GNE 2.1 cc 14.49 –0.77 .075
7.82 4.47 CenterraGold CGAU ... 12 5.84 –0.19 ... 64.20 44.01 Corteva CTVA 1.1 60 59.49 –2.75 .17 50.75 34.90 F&GAnnuities FG 1.8 dd 46.75 –1.58 .22 10.33 4.91 GeniusSports GENI ... dd 9.72 –0.32 ...
E
76.16 52.26 Centerspace CSR 4.3 dd 70.00 –2.50 .75 16.45 6.08 Cosan CSAN ... 6 6.19 –0.42 ... 58.88 33.35 FB Financial FBK 1.2 25 56.51 +0.06 .17 47.98 30.23 Genpact G 1.4 12 45.16 –1.00.1525
9.11 5.55 CentraisElBras EBR 1.0 7 6.03 +0.32.0783 17.58 9.16 Costamare CMRE 3.5 4 13.21 +0.01 .115 221.83 98.50 elfBeauty ELF ... 75 139.60 +10.08 ... 7.98 4.30 Figs FIGS ... 86 5.09 –0.10 ... 164.45 112.74 GenuineParts GPC 3.2 16 123.42 –3.31 1.00
33.25 18.00 CentralPacFin CPF 3.3 15 31.51 –0.41 .26 28.90 22.30 CoterraEnergy CTRA 3.4 15 24.93 –1.79 .21 532.38 209.31 EMCOR EME .2 26 509.03 –1.09 .25 68.72 50.03 FMC FMC 4.1 5 56.58 –2.51 .58 7.90 5.67 GenworthFin GNW ... 37 7.50 –0.30 ...
14.43 7.07 CentralPuerto CEPU ... 5 14.21 +0.58 ... 13.30 6.93 Coty COTY ... 45 7.61 +0.22 ... 34.30 27.79 ENI E 5.2 17 28.11 –0.07.3793 17.70 12.49 FNB FNB 2.9 15 16.55 –0.60 .12 11.72 7.24 GeoPark GPRK 5.4 6 10.85 +1.15 .147
28.65 14.47 Centuri CTRI ... ... 21.30 +1.49 ... 26.91 13.51 Coupang CPNG ... 42 23.90 –1.46 ... 139.67 108.94 EOG Rscs EOG 3.1 10 127.81 –5.45 .975 2.85 0.91 FreyrBattery FREY ... dd 1.70 –0.37 ... 4.10 2.92 Gerdau GGB 5.1 8 3.35 –0.01 .022
108.42 74.76 CenturyComm CCS 1.2 9 86.55 –3.81 .26 21.26 6.29 Coursera COUR ... dd 8.25 +0.30 ... 317.50 169.43 EPAM Systems EPAM ... 32 245.45 +1.53 ... 22.39 18.31 FS KKR Cap FSK 11.9 11 21.54 –0.68 .06 5.77 2.64 GettyImages GETY ... 22 2.82 –0.10 ...
27.56 20.10 ChainBridgeBncp CBNA ... ... 25.99 +1.59 ... 32.55 21.58 CousinsProperties CUZ 4.2 91 30.67 –1.07 .32 50.26 39.66 EPR Prop EPR 7.6 19 45.10 –0.27 .285 243.60 185.93 FTI Consulting FCN ... 23 198.00 –4.52 ... 33.85 25.70 GettyRealty GTY 5.9 28 32.11 –0.77 .47
107.27 64.40 ChampionHomes SKY ... 40 104.22 +0.49 ... 61.54 41.38 CovenantLogist CVLG .8 19 56.86 –1.22 .11 48.02 30.02 EQT EQT 1.5 51 43.33 –2.11.1575 278.38 159.69 Fabrinet FN ... 29 243.00 +8.42 ... 50.60 30.68 Gildan GIL 1.7 19 48.24 –1.38 .205
3.13 1.05 ChargePoint CHPT ... dd 1.31 +0.09 ... 188.52 103.50 Crane CR .5 39 176.37 –5.71 .205 9.95 9.88 EQVVenturesA EQV ... ... 9.93 –0.01 ... 499.87 391.84 FactSet FDS .9 35 479.97 –10.70 1.04 75.20 5.26 GinkgoBioworks DNA ... dd 11.66 +2.96 ...
275.00 176.48 CharlesRiverLabs CRL ... 24 191.81 –7.25 ... 64.80 50.31 CraneNXT CXT 1.1 20 60.67 –2.01 .16 135.97 81.00 ESAB ESAB .2 30 128.41 –0.67 .08 2402.52 1105.65 FairIsaac FICO ... cc 2371.83 –3.20 ... 60.67 34.35 GlacierBancorp GBCI 2.3 35 57.14 –0.75 .33
196.91 101.60 ChartIndustries GTLS ... 54 190.41 –2.84 ... 13.68 7.55 CrawfordA CRD.A 2.5 28 11.42 –0.43 .07 154.00 96.69 ESCO Tech ESE .2 36 143.51 –4.90 .08 13.12 9.70 FarmlandPtrs FPI 2.0 53 12.23 –0.48 .06 146.86 59.58 Glaukos GKOS ... dd 140.28 –3.37 ...
11.32 7.60 ChathamLodging CLDT 2.9 dd 9.60 +0.39 .07 13.51 7.37 Crawford B CRD.B 2.5 27 11.05 –0.11 .07 20.10 4.68 ESSTech GWH ... dd 5.44 –0.82 ... 25.87 5.52 Fastly FSLY ... dd 10.90 +2.42 ... 6.50 4.10 GlobalBlue GB ... 25 5.94 –0.21 ...
6.78 1.99 CheetahMobile CMCM ... dd 5.85 +0.07 ... 200.00 122.73 Credicorp BAP 4.9 11 190.48 +5.012.9268 5.08 2.89 E2open ETWO ... dd 3.12 +0.08 ... 167.50 122.23 FedAgriMtg A AGM.A 3.4 11 165.37 +0.36 1.40 9.60 4.49 GlblBusTravel GBTG ... dd 9.45 +0.06 ...
11.48 1.34 Chegg CHGG ... dd 2.40 +0.29 ... 15.54 9.88 CrescentEnergy CRGY 3.4 23 14.20 –0.67 .12 321.93 186.72 EagleMaterials EXP .3 21 296.70 –12.22 .25 217.60 168.71 FedAgriMtg C AGM 2.6 14 213.80 +0.33 1.40 37.00 27.47 GlobalIndemnity GBLI 3.9 12 36.00 –0.39 .35
654.62 523.33 Chemed CHE .4 28 552.62 –19.77 .50 20.37 8.88 CrossTimbers CRT 10.7 9 10.09 –0.85.0927 14.53 10.94 EasterlyGovtProp DEA 9.1 66 11.68 –0.64 .265 118.34 95.98 FederalRealty FRT 3.9 33 113.89 –2.76 1.10 46.97 25.01 GlobalIndl GIC 3.6 16 27.53 –0.72 .25
32.70 15.10 Chemours CC 4.8 46 21.00 –0.74 .25 120.92 92.48 CrownCastle CCI 6.1 36 101.85 –4.401.565 192.61 155.23 EastGroup EGP 3.3 35 168.00 –4.21 1.40 102.18 70.89 FederalSignal FSS .5 28 97.82 +0.41 .12 11.59 7.98 GlobalMedREIT GMRE 9.8 dd 8.54 –0.35 .21
228.10 152.31 CheniereEnergy LNG .9 14 221.93 –2.08 .50 98.46 69.61 Crown Holdings CCK 1.1 cc 88.38 –3.71 .25 114.50 80.71 EastmanChem EMN 3.2 14 101.07 –3.65 .83 43.92 31.24 FederatedHermes FHI 2.9 14 42.79 +0.04 .31 10.19 6.52 GlobalNetLease GNL 15.4 dd 7.14 –0.27 .275
59.99 45.51 CheniereEnerPtrs CQP 5.4 15 57.94 –0.31 .035 55.14 39.80 CubeSmart CUBE 4.3 27 47.48 –2.08 .51 7.74 3.33 EastmanKodak KODK ... 10 7.11 –0.14 ... 313.84 234.45 FedEx FDX 2.0 18 280.68 –21.99 1.38 58.77 36.16 GlobalPtrs GLP 5.2 17 56.53 +0.08 .73
4.39 2.50 CherryHillMtg CHMI22.3 dd 2.69 –0.08 .15 147.64 94.09 Cullen/Frost CFR 2.7 17 138.26 –2.36 .95 379.99 227.93 Eaton ETN 1.0 39 371.22 –4.20 .94 225.63 177.75 FergusonEnts FERG 1.5 25 216.93 +1.00 .79 141.78 91.60 GlobalPayments GPN .8 22 117.83 –1.13 .25
134.20 98.25 ChesapeakeUtil CPK 2.0 26 129.75 –2.00 .64 6.85 4.25 Culp CULP ... dd 4.87 –0.38 ... 262.61 190.93 Ecolab ECL .9 35 250.34 +1.57 .65 498.23 330.16 Ferrari RACE ... 53 458.44 +24.28 ... 30.32 17.69 GlobalShipLease GSL 8.2 2 22.01 +0.55 .45
167.11 135.37 Chevron CVX 4.2 17 155.24 –6.69 1.63 382.86 226.53 Cummins CMI 1.9 25 379.60 +4.56 1.82 13.14 7.21 Ecopetrol EC 38.8 4 7.86 –0.17.1479 21.32 11.80 FidelisInsurance FIHL 2.0 5 19.73 –0.80 .10 251.50 151.68 Globant GLOB ... 60 229.73 +1.97 ...
39.10 14.69 Chewy CHWY ... 34 31.58 –1.83 ... 25.35 18.80 CurblineProp CURB ... 82 24.00 –0.26 ... 11.35 6.02 Ecovyst ECVT ... 18 8.06 +0.11 ... 64.83 46.55 FidNatlFinl FNF 3.2 23 62.01 –1.38 .50 132.00 38.95 GlobeLife GL .9 9 104.76 –6.48 .24
16.89 11.29 ChimeraInvt CIM 10.1 4 14.71 –0.13 .37 393.40 212.05 Curtiss-Wright CW .2 36 376.01 +2.38 .21 41.50 33.27 EdgewellPersonal EPC 1.6 19 36.75 +0.17 .15 91.98 57.13 FidNatlInfo FIS 1.7 63 85.34 +0.04 .36 87.22 45.21 GlobusMedical GMED ... cc 83.32 –2.29 ...
13.05 7.85 ChinaYuchai CYD 4.1 8 9.22 –0.07 .38 16.11 8.61 Cushman&Wkfd CWK ... 40 15.09 –0.21 ... 88.77 63.15 EdisonIntl EIX 3.7 25 83.95 –3.80 .78 27.89 4.10 FinanceofAm FOA ... 4 19.99 +0.55 ... 210.30 99.90 GoDaddy GDDY ... 16 206.56 +8.99 ...
69.26 44.08 Chipotle CMG ... 61 65.40 +3.88 ... 7.00 3.03 CustomTruck CTOS ... dd 5.69 –0.29 ... 96.12 58.93 EdwardsLife EW ... 10 71.53 +0.18 ... 7.24 4.40 FinVolution FINV ... 6 6.99 +0.01 ... 18.97 12.19 GoldFields GFI 2.3 20 13.89 –0.60.1692
153.81 108.91 ChoiceHotels CHH .8 28 148.24 –3.00.2875 68.49 42.31 CustomersBancorp CUBI ... 9 55.43 –1.02 ... 18.80 11.40 ElancoAnimal ELAN ... 31 12.50 –0.71 ... 70.92 51.60 FirstAmerFin FAF 3.1 78 68.81 –1.34 .54 15.94 12.67 GoldmanSachsBDC GSBD13.8 19 13.03 –0.04 .45
302.05 216.91 Chubb CB 1.3 12 283.32 –5.41 .91 D 136.06 69.00 Elastic ESTC ... cc 110.98 +1.52 ... 22.40 15.15 FirstBanCorp FBP 3.1 11 20.58 –0.10 .16 612.73 343.78 GoldmanSachs GS 2.0 18 599.68 –8.893.00
40.62 35.92 ChunghwaTel CHT ... 26 38.40 +0.31 ... 19.06 9.72 EldoradoGold EGO ... 12 15.83 –0.17 ... 39.08 22.96 FirstBancshares FBMS 2.7 17 37.16 +0.02 .25 43.79 30.47 Gorman-Rupp GRC 1.8 29 42.00 –0.60 .185
113.50 90.26 Church&Dwight CHD 1.1 48 107.21 –2.92.2837 2.98 1.45 DHI Group DHX ... 59 1.78 ... ... 29.78 20.63 ElementSolns ESI 1.2 25 27.82 –0.86 .08 19.96 12.41 FirstCmwlthFin FCF 2.8 13 18.64 –0.19 .13 94.77 77.49 Graco GGG 1.1 32 89.51 –1.57 .255
73.78 42.20 Ciena CIEN ... 78 73.58 +3.86 ... 12.80 9.23 DHT DHT 10.6 9 9.42 ... .22 567.26 379.29 ElevanceHealth ELV 1.7 14 382.14 –24.82 1.63 11.47 4.84 FirstFoundation FFWM .5 dd 7.78 –0.17 .01 2.76 0.52 GrafTechIntl EAF ... dd 2.06 +0.10 ...
370.83 253.95 Cigna CI 1.8 30 317.81 –19.99 1.40 15.65 9.44 DNOW DNOW ... 8 14.63 –0.42 ... 13.46 10.88 EllingtonFin EFC 12.7 10 12.27 –0.09 .13 21.72 12.95 FirstHorizon FHN 2.9 15 20.69 –0.44 .15 46.05 17.13 Graham GHM ... 61 43.27 –1.55 ...
36.28 13.19 Cinemark CNK ... 23 35.18 +0.66 ... 12.70 6.48 DRDGOLD DRD 1.8 11 9.36 –0.38.1126 18.49 12.74 ElmeComms ELME 4.3 dd 16.72 –0.22 .18 57.35 45.10 FirstIndRlty FR 2.9 22 51.56 –1.89 .37 972.13 642.70 GrahamHoldings GHC .7 18 941.32 +10.20 1.72
72.85 47.71 Citigroup C 3.1 21 72.15 +1.28 .56 131.67 102.17 DTE Energy DTE 3.6 16 121.57 –4.21 1.09 17.00 10.94 EmbotellAndinaA AKO.A 4.9 11 13.58 +0.28.2125 8.44 4.17 FirstMajSilver AG .3 dd 6.09 –0.02.0048 1227.66 800.97 Grainger GWW .7 32 1185.16 –20.18 2.05
49.25 29.12 CitizensFin CFG 3.6 19 47.03 –1.11 .42 109.85 51.17 DT Midstream DTM 2.9 25 102.93 –3.19 .735 20.38 12.50 EmbotellAndinaB AKO.B 3.9 13 18.76 +1.09.2338 44.97 35.41 FirstEnergy FE 4.1 26 40.97 –1.58 .425 105.20 43.92 GraniteConstr GVA .5 48 98.27 –1.10 .13
5.95 1.78 Citizens CIA ... 10 4.30 –0.18 ... 5.22 0.68 D-WaveQuantum QBTS ... dd 5.06 +2.04 ... 40.34 16.88 Embraer ERJ ... 14 37.84 –0.39 ... 2.27 0.75 FiscalNote NOTE ... dd .89 +0.02 ... 6.41 2.46 GranitePointMtg GPMT 6.1 dd 3.30 –0.25 .05
D ATA NEW YORK STOCK EXCHANGE COMPOSITE LIST B A R R ON S .C OM / D ATA

–52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
NYSE Cumulative Daily Breadth vs DJIA

7.10 5.20 GraniteRidge GRNT 7.1 17 6.17 –0.28 .11 61.14 31.52 Lazard LAZ 3.5 23 56.72 –1.35 .50 317.90 243.53 McDonald's MCD 2.4 26 298.98 +2.97 1.77
30.70 22.77 GraphicPkg GPK 1.4 13 29.53 –0.56 .10 147.11 92.14 Lear LEA 3.1 10 99.84 +2.00 .77 12.50 5.92 McEwenMining MUX ... 4 8.42 +0.06 ...
10.07 3.95 GrayTelevision GTN 7.8 3 4.10 –0.17 .08 27.58 10.11 Leggett&Platt LEG 1.7 dd 11.77 –0.82 .05 637.51 431.35 McKesson MCK .5 31 603.53 –24.97 .71
10.90 5.00 GrayTelevision A GTN.A 4.8 4 6.63 –0.66 .08 202.90 105.52 Leidos LDOS 1.0 19 163.15 –2.25 .40 25.78 10.21 MediaAlpha MAX ... 65 10.85 –1.78 ...
84.66 48.30 GreenBrickPtrs GRBK ... 9 67.79 –3.67 ... Suspicious Minds: NYSE Composite breadth fell for the first time in 53.85 14.03 Lemonade LMND ... dd 47.03 –4.78 ... 6.55 2.92 MedicalProp MPW 7.7 dd 4.14 –0.25 .08
13.58 7.70 GreenDot GDOT ... dd 10.52 +0.25 ... 17.15 6.56 LendingClub LC ... 35 16.12 –0.52 ... 76.42 17.07 Medifast MED ... 30 20.06 +0.39 ...
69.12 38.85 Greenbrier GBX 1.8 13 67.49 –0.51 .30
three weeks, despite the S&P 500’s record close following strong 193.80 136.69 Lennar A LEN 1.2 11 163.45 –10.94 .50 92.68 75.96 Medtronic MDT 3.3 26 84.01 –2.53 .70
8.16 4.68 GreenfireResources GFR ... 20 7.02 –0.28 ... job-market data. Losing NYSE stocks outpaced winners by 5 to 3. 177.00 125.65 Lennar B LEN.B 1.3 10 154.89 –9.94 .50 134.63 94.48 Merck MRK 3.1 22 103.09 +1.45 .81
4.10 2.31 GreenTree GHG 3.3 10 2.61 –0.06 .10 682.50 406.40 LennoxIntl LII .7 31 661.12 –6.01 1.15 80.72 36.96 MercuryGeneral MCY 1.7 8 76.25 –2.71.3175
77.21 60.25 Greif B GEF.B 4.4 11 74.27 –1.47 .80 Breadth DJIA 24.34 14.71 LeviStrauss LEVI 2.8 46 17.77 +0.31 .13 25.88 16.49 MeridianLink MLNK ... dd 23.07 –0.28 ...
73.16 55.95 Greif A GEF 3.2 15 68.25 –2.78 .54 635,000 45,200 15.36 1.22 Li-Cycle LICY ... dd 1.72 –0.39 ... 213.98 147.77 MeritageHomes MTH 1.7 8 180.61 –10.46 .375
17.48 10.77 GreystoneHousing GHI 13.4 18 11.03 –0.86 .37 24.75 16.57 LibertyEnergy LBRT 1.9 8 17.23 –1.17 .08 16.30 5.60 MesaRoyalty MTR 3.3 22 6.60 –0.70.0031
86.73 50.51 Griffon GFF .9 19 81.38 –2.92 .18 Breadth 632,174 27.12 11.89 LifeTime LTH ... 35 24.32 +0.05 ... 28.69 15.93 MesabiTrust MSB 5.1 20 26.48 –1.28 .39
15.98 7.62 Grindr GRND ... dd 15.94 +0.85 ... 626,800 43,600 9.97 4.52 LifezoneMetals LZM ... dd 6.68 –0.42 ... 24.31 13.83 Metallus MTUS ... 32 16.45 –0.22 ...
440.32 255.73 Group1Auto GPI .4 12 430.49 +4.69 .47 7.32 1.64 LightInTheBox LITB ... dd 1.84 –0.04 ... 23.41 8.54 MethodeElec MEI 4.4 dd 12.73 +1.81 .14
2.44 1.19 GroveCollab GROV ... dd 1.47 –0.08 ... 618,600 42,000 21.71 11.01 Lightspeed LSPD ... dd 17.31 –1.49 ... 89.05 63.37 MetLife MET 2.6 17 85.22 –3.01 .545
200.00 139.64 GpoAeroportuar PAC 4.0 19 191.95 +3.973.3806 972.53 561.65 EliLilly LLY .6 90 826.71 +31.36 1.30 69.56 32.46 MetropolitanBk MCB ... 12 65.45 +0.51 ...
357.90 223.63 GpoAeroportSur ASR ... 11 264.59 +4.45 ... 610,400 40,400 36.98 23.78 LincolnNational LNC 5.2 24 34.31 –1.23 .45 1546.93 1086.88 Mettler-Toledo MTD ... 34 1257.92 +6.72 ...
2.71 1.94 GpoAvalAcc AVAL 4.4 13 2.14 +0.03.0076 135.20 109.27 Lindsay LNN 1.1 22 129.72 –3.05 .36 167.39 121.51 MidAmApt MAA 3.7 36 158.94 –5.22 1.47
12.65 3.33 GpoSupervielle SUPV ... 7 12.55 +0.62 ... 1.99 0.18 LionElectric LEV ... dd .36 +0.18 ... 78.25 38.33 MillerIndustries MLR 1.0 12 72.90 –0.72 .19
3.65 1.69 GrupoTelevisa TV 4.0 dd 1.98 –0.03.1056
602,200 38,800 11.43 7.27 LionsGate A LGF.A ... dd 8.04 –0.20 ... 90.30 63.01 MineralsTechs MTX .6 17 79.69 –1.88 .11
38.93 27.01 GuarantyBcshrs GNTY 2.6 16 37.12 +0.30 .24 10.71 6.48 LionsGate B LGF.B ... dd 7.17 –0.20 ... 18.67 9.11 MirionTech MIR ... dd 18.12 +1.25 ...
25.57 14.16 GuardianPharm GRDN ... ... 25.00 +0.06 ... 594,000 37,200 405.68 243.00 LithiaMotors LAD .6 13 377.98 –8.92 .53 9.45 5.84 MisterCarWash MCW ... 35 7.80 –0.20 ...
33.50 15.24 Guess? GES 7.2 12 16.62 +0.16 .30 J F M A M J J A S O N D 6.69 2.07 LithiumAmArg LAAC ... 0 3.11 –0.27 ... 12.44 6.40 MistrasGroup MG ... 26 9.05 –0.26 ...
209.15 95.02 Guidewire GWRE ... dd 177.57 –25.32 ... In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is 7.71 2.02 LithiumAmericas LAC ... dd 3.48 –0.51 ... 12.31 8.19 MitsubishiUFJ MUFG 1.8 12 12.04 +0.13.1624
18.26 12.09 GuildHldgs GHLD .0 dd 13.39 –0.11 .50 added to the next day's total, and so on. When all five days' numbers are added together, this produces the weekly figure we 141.18 82.33 LiveNationEnt LYV ... cc 136.76 –1.49 ... 5.31 3.27 MizuhoFin MFG 2.0 12 5.11 +0.03.0703
183.59 119.75 GulfportEnergy GPOR ... 16 175.74 –0.06 ... plot. Dec. 31, 1985 =1000. 50.57 31.03 LiveOakBcshs LOB .3 25 46.42 –0.98 .03 146.84 51.41 ModineMfg MOD ... 46 140.21 +4.42 ...
42.66 21.45 LiveRamp RAMP ... cc 31.75 +1.39 ... 18.11 13.26 ModivIndl MDV 7.2 dd 15.94 –0.08.0975
H
12.04 5.05 LiveWire LVWR ... dd 5.40 –0.60 ... 81.60 46.24 Moelis MC 3.2 cc 75.69 –1.29 .60
36.56 21.77 HASustInfrCap HASI 5.3 17 31.11 –0.25 .415 –52-Week– Tick Div –52-Week– Tick Div 3.24 2.00 LloydsBanking LYG 5.4 8 2.70 ....0546 164.29 90.80 MohawkInds MHK ... 15 130.92 –7.91 ...
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. 3.71 1.52 loanDepot LDI ... dd 2.25 ... ... 423.92 272.69 MolinaHealthcare MOH ... 15 294.99 –2.91 ...
417.14 253.27 HCA Healthcare HCA .8 14 319.75 –7.47 .66
87.16 51.70 JohnsonControls JCI 1.8 33 84.34 +0.48 .37 96.60 42.57 Loar LOAR ... cc 92.00 –0.08 ... 69.18 49.19 MolsonCoorsB TAP 2.9 14 61.13 –0.93 .44
126.50 81.35 HCI Group HCI 1.4 10 116.52 –5.35 .40 I
288.50 163.22 JonesLang JLL ... 28 277.37 –3.23 ... 3.37 1.35 LocalBounti LOCL ... dd 1.44 –0.31 ... 106.82 36.65 MoneyLion ML ... cc 86.53 –5.17 ...
68.41 52.16 HDFC Bank HDB .9 21 67.31 +0.55.7008
64.16 38.25 HF Sinclair DINO 5.1 24 38.91 –2.02 .50 32.14 23.16 ICICI Bank IBN .6 20 31.25 +0.70.2028 15.04 2.88 JumiaTech JMIA ... dd 4.57 +0.67 ... 618.95 413.92 LockheedMartin LMT 2.6 19 513.03 –16.38 3.30 49.97 16.06 MontroseEnvl MEG ... dd 16.96 –1.86 ...
58.42 39.44 HNI HNI 2.4 22 56.06 –0.59 .33 5.54 3.79 ICL Group ICL 3.1 16 4.98 +0.40.0133 39.79 28.69 JuniperNetworks JNPR 2.4 48 36.52 +0.60 .22 87.45 67.20 Loews L .3 11 86.08 –0.65.0625 503.95 360.05 Moody's MCO .7 45 494.76 –5.22 .85
39.80 27.43 HP HPQ 3.0 13 36.20 +0.77.2894 120.42 86.43 IDACORP IDA 3.0 21 115.12 –3.35 .86 12.94 5.70 LomaNegra LOMA ... 15 12.22 +0.35 ... 227.92 135.08 Moog A MOG.A .5 34 214.76 –6.51 .28
K
48.27 36.93 HSBC HSBC 6.4 8 47.59 +0.70 .50 58.77 30.33 IDT IDT ... 18 52.00 +0.36 ... 122.87 61.25 LouisianaPacific LPX .9 21 120.27 +2.07 .26 222.00 139.40 Moog B MOG.B .5 34 215.91 +1.24 .28
6.84 2.89 HUYA HUYA .0 dd 3.30 +0.08 1.06 4.79 2.18 IHS Holding IHS ... dd 3.29 +0.04 ... 72.89 36.57 KB Financial KB 3.8 7 60.19 –8.74.5662 287.01 205.84 Lowe's LOW 1.7 23 273.43 +1.00 1.15 136.24 80.15 MorganStanley MS 2.8 20 129.96 –1.65 .925
97.97 70.25 Haemonetics HAE ... 34 81.19 –6.28 ... 18.72 12.78 ING Groep ING 6.4 ... 15.83 +0.38.8205 89.70 54.94 KB Home KBH 1.3 10 78.53 –4.21 .25 4.94 2.00 LufaxHolding LU 9.8 dd 2.56 +0.11 .156 38.30 24.12 Mosaic MOS 3.3 23 25.58 –0.88 .21
8.99 5.13 Hafnia HAFN28.8 3 5.22 –0.47 .379 13.01 3.25 INNOVATE VATE ... dd 6.24 +0.18 ... 72.60 51.60 KBR KBR 1.0 25 59.40 –1.43 .15 10.33 0.97 LumenTech LUMN ... dd 7.00 –0.34 ... 507.82 307.09 MotorolaSol MSI .9 54 489.96 –9.74 1.09
12.35 7.68 Hagerty HGTY ... 87 11.24 –0.54 ... 18.94 14.16 Invesco IVZ 4.6 dd 17.83 –0.26 .205 26.05 12.44 KE Holdings BEKE 1.6 38 18.82 –0.03.3089 2.75 2.08 LumentFinance LFT 12.3 7 2.60 –0.04 .08 31.44 17.86 Movado MOV 6.7 13 20.86 +0.51 .35
10.80 7.89 Haleon HLN 1.6 33 9.67 +0.01.0514 261.73 187.62 IQVIA IQV ... 27 202.63 +1.79 ... 163.68 75.16 KKR KKR .4 49 158.01 –4.86 .175 15.64 7.55 Luxfer LXFR 3.8 41 13.83 –0.53 .13 96.81 41.94 MuellerIndustries MLI 1.0 15 78.72 –2.05 .20
41.56 27.26 Halliburton HAL 2.4 10 28.78 –3.08 .17 17.65 7.06 IRSA IRS .0 dd 17.10 –0.03.9652 14.12 8.71 KKR RealEstFin KREF 8.8 dd 11.32 –0.31 .25 107.02 75.98 LyondellBasell LYB 7.0 12 76.39 –6.95 1.34 26.28 13.49 MuellerWater MWA 1.1 34 25.30 +0.26 .067
31.78 14.34 HamiltonBeach HBB 2.4 10 18.93 –0.44 .115 161.13 111.96 ITT ITT .8 27 155.72 –0.40 .319 6.45 1.30 KoreGroup KORE ... dd 1.45 –0.15 ... 69.20 4.80 MultiPlan MPLN ... dd 7.08 –0.81 ...
M
20.71 12.44 HamiltonIns HG ... 4 19.16 +0.08 ... 6.37 2.11 IamGold IAG ... 4 5.35 –0.15 ... 18.45 12.10 KT KT 5.5 9 16.33 –1.82.1484 49.14 29.84 MurphyOil MUR 4.0 10 29.98 –2.49 .30
9.10 3.71 Hanesbrands HBI ... dd 8.45 –0.25 ... 117.59 41.87 Ibotta IBTA ... cc 76.21 +3.07 ... 429.95 249.51 Kadant KAI .3 42 408.16 –4.63 .32 15.26 9.75 MAC Copper MTAL ... ... 12.26 –0.44 ... 561.08 350.55 MurphyUSA MUSA .4 22 539.57 –8.23 .48
166.13 119.36 HanoverIns THG 2.2 16 160.92 –4.09 .90 246.36 189.51 IDEX IEX 1.2 36 229.71 –0.92 .69 81.34 52.46 Kellanova K ... 28 80.74 –0.55 ... 225.70 128.31 M&T Bank MTB 2.6 16 211.26 –8.73 1.35 23.63 10.35 MyersIndustries MYE 4.6 29 11.85 +0.25 .135
44.16 31.20 HarleyDavidson HOG 2.1 7 33.03 –0.60.1725 3.18 1.47 iHuman IH .0 5 1.68 +0.03 .10 73.01 46.71 Kemper KMPR 1.8 17 70.64 –0.85 .31 14.37 3.22 MBIA MBI .0 dd 6.74 –0.158.00 N
12.29 5.40 HarmonyGold HMY 1.2 12 8.68 –0.51.0525 279.13 232.77 IllinoisToolWks ITW 2.2 24 273.53 –3.99 1.50 32.18 22.50 Kennametal KMT 2.9 21 27.26 –1.44 .20 20.39 10.41 MDU Rscs MDU ... 10 19.47 –0.57 ...
124.90 77.82 HartfordFinl HIG 1.7 12 119.54 –3.77 .52 26.84 13.20 Imax IMAX ... 60 25.85 –0.47 ... 13.27 7.85 Kennedy-Wilson KW 4.2 dd 11.31 –0.27 .12 13.45 10.20 MFA Financial MFA 12.7 7 10.99 –0.12 .35 38.66 25.19 NACCO Inds NC 3.0 dd 30.66 –1.55.2275
37.05 21.61 HavertyFurn HVT 5.6 14 22.70 –0.91 .32 22.26 14.08 IndepRealty IRT 3.0 ... 21.23 –0.61 .16 31.00 19.63 KenonHoldings KEN 12.3 dd 30.92 +1.07 3.80 26.56 17.72 MGIC Investment MTG 2.0 9 25.52 –0.74 .13 15.49 9.98 N-able NABL ... 52 10.31 –0.13 ...
40.00 22.25 HavertyFurn A HVT.A 5.1 15 23.34 –0.77 .30 39.80 22.08 Informatica INFA ... cc 27.13 +0.61 ... 24.46 17.67 Kenvue KVUE 3.6 41 22.84 –1.24 .205 48.25 33.44 MGM Resorts MGM ... 13 36.66 –1.68 ... 35.29 18.42 NCR Atleos NATL ... dd 33.39 +0.58 ...
18.19 7.61 HawaiianElec HE ... dd 10.66 +0.27 ... 23.48 16.04 Infosys INFY 1.8 29 22.86 +0.79.2126 20.04 12.94 KeyCorp KEY 4.3 cc 18.87 –0.61 .205 176.18 109.92 M/I Homes MHO ... 9 159.35 –5.68 ... 17.39 10.87 NCR Voyix VYX ... dd 14.14 –0.37 ...
11.20 10.26 HaymakerAcqnCorp.4 HYAC ... 25 10.74 –0.01 ... 106.03 72.40 IngersollRand IR .1 50 102.28 –1.89 .02 175.39 119.72 KeysightTech KEYS ... 49 171.73 +0.89 ... 25.50 12.51 MinisoGroup MNSO 1.1 20 24.18 +4.17.2744 14.28 6.57 NetPower NPWR ... 98 10.70 –2.11 ...
16.87 11.81 Hayward HAYW ... 37 16.05 –0.11 ... 56.30 30.90 Ingevity NGVT ... dd 47.11 –1.46 ... 74.79 52.96 Kforce KFRC 2.5 21 59.74 –0.25 .38 3.58 1.62 MOGU MOGU ... dd 1.94 –0.28 ... 6.20 3.84 NGL Energy NGL ... dd 4.54 –0.28 ...
18.90 12.77 HealthcareRealty HR 6.9 dd 17.99 –0.33 .31 25.69 21.14 IngramMicro INGM ... 17 22.90 –0.92 ... 43.78 30.71 KilroyRealty KRC 5.4 24 40.19 –1.34 .54 51.94 35.51 MPLX MPLX 7.8 12 49.00 –2.66.9565 9.57 3.61 NIO NIO ... dd 4.61 +0.13 ...
23.26 16.02 HealthpeakProp DOC 5.6 46 21.38 –0.61 .30 155.44 104.68 Ingredion INGR 2.2 14 145.23 –2.11 .80 149.31 117.67 KimberlyClark KMB 3.6 17 134.73 –4.62 1.22 24.01 10.02 MP Materials MP ... dd 19.72 –1.35 ... 8.93 4.94 NL Industries NL 4.0 7 8.05 +0.10 .08
7.68 3.33 HeclaMining HL .3 dd 5.52 ... .01 138.35 85.59 InnovativeIndProp IIPR 7.1 19 106.68 –2.34 1.90 25.83 17.57 KimcoRealty KIM 4.0 47 25.19 –0.38 .25 14.91 9.77 MRC Global MRC ... 16 13.57 –0.40 ... 49.57 38.88 NNN REIT NNN 5.5 20 42.50 –1.48 .58
283.60 169.70 Heico HEI .1 77 263.73 –9.64 .11 25.19 13.80 InnovexIntl INVX ... dd 14.64 –1.63 ... 28.81 16.47 KinderMorgan KMI 4.1 24 27.77 –0.50.2875 200.61 160.02 MSA Safety MSA 1.2 25 176.06 +2.25 .51 21.23 14.94 NOV NOV 1.8 6 14.96 –1.06 .075
219.22 132.96 Heico A HEI.A .1 60 204.35 –6.78 .11 3.09 1.25 Innovid CTV ... dd 3.06 +0.02 ... 29.89 19.00 KinderCareLearning KLC ... 46 22.19 –1.60 ... 631.70 439.95 MSCI MSCI 1.0 41 617.18 +7.55 1.60 103.14 47.34 NRG Energy NRG 1.6 24 99.26 –2.35.4075
57.29 39.08 HeliosTech HLIO .7 46 51.48 –0.84 .09 119.41 71.69 Insperity NSP 2.9 26 82.91 +4.06 .60 62.55 31.73 Kinetik KNTK 5.4 21 58.20 –0.82 .78 104.76 75.05 MSC Industrial MSM 4.1 18 83.13 –2.75 .85 9964.77 6434.99 NVR NVR ... 18 8946.33 –289.25 ...
13.05 8.91 HelixEnergy HLX ... cc 9.93 –0.76 ... 257.40 123.00 InspireMedical INSP ... cc 193.03 +0.27 ... 9.58 7.60 KingswayFin KFS ... dd 8.51 –0.32 ... 12.73 7.96 MV Oil MVO 17.7 5 8.69 –0.07 .33 105.96 59.67 NaborsIndustries NBR ... dd 66.67 –6.76 ...
44.11 29.46 Helm&Payne HP 3.0 10 33.24 –1.39 .25 281.04 158.50 InstalledBldg IBP .7 24 214.37 –14.37 .35 10.82 4.75 KinrossGold KGC 1.2 16 9.75 +0.04 .03 8.24 2.41 Mytheresa MYTE ... dd 6.43 –0.27 ... 51.76 32.13 NatlBankHoldings NBHC 2.5 15 47.33 –0.41 .29
15.66 6.59 Herbalife HLF ... 9 7.96 +0.19 ... 39.38 26.74 InsteelInds IIIN .4 30 29.50 +0.02 1.00 548.47 325.01 KinsaleCapital KNSL .1 30 524.22 +15.78 .15 22.21 12.99 Macerich MAC 3.1 dd 22.11 +0.90 .17 65.06 45.32 NationalFuelGas NFG 3.4 75 61.02 –2.95 .515
246.88 120.94 HercHoldings HRI 1.2 19 230.14 –1.86 .665 142.76 88.08 IntegerHoldings ITGR ... 43 139.39 –1.11 ... 132.21 72.34 Kirby KEX ... 23 119.01 –7.50 ... 21.19 14.40 MachNaturalRscs MNR 22.0 dd 14.56 –1.02 .60 73.40 55.13 NationalGrid NGG 5.7 23 61.28 –2.402.4939
21.78 15.24 HerculesCapital HTGC 8.2 10 19.51 +0.58 .08 12.08 11.06 IntegratedWellA WEL ... cc 11.92 +0.02 ... 28.24 19.64 KiteRealty KRG 3.8 dd 26.96 –0.61 .27 22.10 14.06 Macy's M 4.2 25 16.43 +0.19.1737 86.13 51.59 NatlHealthInv NHI 4.8 26 75.59 –1.06 .90
16.90 5.51 HeritageInsurance HRTG ... 5 12.10 –0.33 ... 167.99 112.20 ICE ICE 1.2 37 155.93 –5.03 .45 41.00 21.26 Klaviyo KVYO ... dd 39.74 +2.60 ... 44.14 30.10 MSG Ent MSGE ... 10 37.57 +0.58 ... 88.54 69.58 NatlPrestoInds NPK 1.1 19 88.54 +8.82 3.50
211.92 168.16 Hershey HSY 3.1 20 174.70 –1.43 1.37 131.68 85.75 InterContHtls IHG 1.2 34 130.22 +3.97 .532 105.74 61.50 KnifeRiver KNF ... 30 105.34 +1.84 ... 232.58 169.30 MSG Sports MSGS ... 79 230.23 +0.28 ... 49.44 34.50 NatlStorage NSA 5.3 25 43.40 –1.70 .57
163.98 123.79 Hess HES 1.4 17 141.53 –5.65 .50 30.59 18.60 IntercorpFinSvcs IFS 3.4 11 29.09 +1.34 1.00 60.99 45.55 Knight-Swift KNX 1.2 cc 55.50 –3.86 .16 60.32 38.01 MagnaIntl MGA 4.2 12 45.29 +0.15 .475 28.50 12.75 NaturalGasSvcs NGS ... 20 25.99 –1.77 ...
39.11 30.08 HessMidstream HESM 7.3 16 37.38 –0.52.6846 238.38 157.89 IBM IBM 2.8 35 238.04 +10.63 1.67 9.11 4.94 KnotOffshore KNOP 1.8 dd 5.70 –0.13 .026 8.16 3.56 Magnachip MX ... dd 4.11 –0.21 ... 47.57 14.31 NaturalGrocers NGVC 1.1 30 43.67 –3.38 .12
24.24 14.47 HewlettPackard HPE 2.2 17 23.95 +2.73 .13 106.77 72.94 IntlFlavors IFF 1.8 dd 88.92 –2.44 .40 20.27 14.97 Knowles KN ... dd 19.58 +0.12 ... 35.23 15.80 Magnera MAGN ... dd 19.76 –0.72 ... 113.04 77.15 NaturalResPtrs NRP 2.8 9 107.00 –2.49 .75
77.09 57.50 Hexcel HXL 1.0 48 62.55 –0.84 .15 28.82 18.56 IntlGameTech IGT 4.1 33 19.68 +0.45 .20 42.02 17.52 KodiakGasSvcs KGS 3.8 cc 41.17 +0.73 .41 29.02 19.16 MagnoliaOil MGY 2.0 13 25.67 –2.07 .13 7.20 3.80 Natuzzi NTZ ... dd 5.07 +0.53 ...
36.78 20.83 HighwoodsProp HIW 6.3 24 31.62 –0.84 .50 60.36 32.70 IntlPaper IP 3.3 48 56.78 –2.05.4625 29.60 14.22 Kohl's KSS 13.1 7 15.31 +0.34 .50 55.85 41.77 MainStreetCap MAIN 5.4 10 55.29 –0.18 .25 10.71 5.16 NatWest NWG 4.1 8 10.63 +0.29.1543
50.58 25.11 Hillenbrand HI 2.7 dd 33.18 –0.85 .225 65.94 36.65 IntlSeaways INSW 1.3 4 37.06 –1.94 .12 32.91 18.90 Philips PHG .0 dd 26.21 –1.03.9154 22.00 13.50 ManchesterUnited MANU ... dd 17.40 +0.42 ... 18.18 13.85 Navigator NVGS 1.3 14 15.38 –0.28 .05
35.66 28.58 Hilltop HTH 2.1 19 31.83 +0.18 .17 17.65 8.50 Manitowoc MTW ... dd 10.21 –0.42 ... 127.32 82.22 Nelnet NNI 1.0 36 108.52 –0.40 .28
35.17 26.88 Interpublic IPG 4.5 14 29.26 –1.55 .33 94.82 52.95 KontoorBrands KTB 2.3 20 89.90 –1.88 .52
49.02 33.21 HiltonGrandVac HGV ... 47 41.84 –0.55 ... 80.25 59.35 Manpower MAN 5.0 77 61.36 –3.01 1.54 3.60 0.73 NerdyA NRDY ... dd 1.61 +0.03 ...
29.75 17.52 IntrepidPotash IPI ... dd 25.76 –1.35 ... 58.23 33.80 Koppers KOP .8 10 35.97 –2.49 .07
259.01 170.26 Hilton HLT .2 55 258.46 +5.02 .15 33.07 19.84 ManulifeFinl MFC 2.7 16 32.40 +0.27.2847 32.94 16.04 NetLeaseOffice NLOP 1.1 dd 32.38 –0.36 .34
31.65 23.53 InvenTrust IVT 2.9 cc 31.20 +0.23.2263 9.55 6.69 KoreaElecPwr KEP ... 4 7.69 –1.31 ...
9.76 5.31 HimalayaShipping HSHP ... 10 5.43 –0.78 .04 221.11 141.45 MarathonPetrol MPC 2.4 12 150.94 –5.21 .91 18.97 15.04 Netstreit NTST 5.4 dd 15.70 –0.51 .21
9.97 7.60 InvescoMtg IVR 18.8 7 8.52 +0.17 .40 80.64 53.41 KornFerry KFY 2.1 20 71.56 –6.78 .37
35.02 8.09 Hims&HersHealth HIMS ... 79 34.23 +2.01 ... 44.24 29.93 Marcus&Millichap MMI 1.2 dd 41.15 –0.46 .25 16.59 4.66 NeueHealth NEUE ... dd 5.60 +0.55 ...
37.80 31.01 InvitatHomes INVH 3.3 83 33.49 –0.76 .28 7.07 3.39 KosmosEnergy KOS ... 8 3.46 –0.48 ...
34.24 7.75 Hippo HIPO ... dd 30.97 –2.07 ... 23.16 9.56 Marcus MCS 1.3 dd 22.39 –0.25 .07 22.64 3.95 Nevro NVRO ... dd 4.19 –0.41 ...
38.45 6.22 IonQ IONQ ... dd 37.97 +1.47 ... 61.37 43.51 Kroger KR 2.2 16 59.23 –1.85 .32
5.23 2.29 Holley HLLY ... 21 2.75 –0.09 ... 12.47 8.86 MarineProducts MPX 5.9 18 9.54 –0.35 .14 51.95 39.44 NewJerseyRscs NJR 3.7 17 49.18 –2.40 .45
130.24 64.66 IronMountain IRM 2.4 cc 120.16 –3.51 .715 14.50 8.26 KronosWorldwide KRO 1.9 13 10.36 –0.95 .05
32.91 22.38 HomeBancShares HOMB 2.5 16 31.01 –0.75 .195 39.85 22.51 MarineMax HZO ... 19 31.44 –2.88 ... 98.20 54.00 NewOrientalEduc EDU .0 27 62.23 +3.91 .58
7.27 5.25 ItauUnibanco ITUB 6.9 7 5.37 +0.01.0485 4.07 0.23 KukeMusic KUKE ... dd .39 –0.01 ...
439.37 323.77 HomeDepot HD 2.1 29 431.37 +2.24 2.25 1809.11 1342.66 Markel MKL ... 8 1756.77 –26.15 ... 57.08 41.55 NYTimes A NYT .9 33 56.23 +1.97 .13
35.23 18.05 Kyndryl KD ... dd 34.51 –0.20 ...
37.90 25.56 HondaMotor HMC 4.4 6 26.04 +0.14.6732 J 8.80 1.57 Markforged MKFG ... dd 3.84 –0.15 ... 650.00 494.04 NewMarket NEU 1.9 12 537.30 +3.74 2.50
43.26 31.81 HoraceMann HMN 3.3 17 41.56 –0.31 .34 L 108.57 67.28 MarriottVacations VAC 3.1 18 96.72 –2.53 .76 58.72 29.42 Newmont NEM 2.4 dd 41.11 –0.83 .25
36.86 28.51 HormelFoods HRL 3.6 22 32.47 +0.04 .29 18.86 13.65 JBG SMITH Prop JBGS 4.3 dd 16.37 –0.72 .175 235.50 184.28 Marsh&McLen MMC 1.4 28 225.16 –8.07 .815 8.65 5.61 NewparkResources NR ... 19 7.71 –0.65 ...
199.85 133.02 DR Horton DHI 1.0 11 158.51 –10.27 .40 21.75 8.90 JELD-WEN JELD ... dd 10.77 –0.12 ... 28.95 21.83 LatamAirlines LTM ... 11 28.57 +0.84 ... 633.23 463.54 MartinMarietta MLM .5 18 581.18 –18.82 .79 8.09 5.10 NexaResources NEXA ... dd 7.79 +0.17 ...
192.10 112.17 HoulihanLokey HLI 1.2 38 184.30 –4.79 .57 40.61 23.06 J.Jill JILL 1.0 10 27.72 +0.12 .07 131.36 96.19 LCI Inds LCII 3.9 23 118.00 –2.81 1.15 86.70 63.45 Masco MAS 1.4 22 81.01 +0.45 .29 8.96 4.95 NexGenEnergy NXE ... 48 8.37 –0.07 ...
240.34 125.63 Hovnanian HOV ... 5 169.94 –26.67 ... 254.31 156.98 JPMorganChase JPM 2.0 14 247.36 –2.36 1.25 5.41 3.17 LG Display LPL ... dd 3.17 –0.21 ... 150.12 60.96 MasTec MTZ ... cc 141.92 –2.14 ... 18.09 12.63 NexPointRealEst NREF11.7 16 17.09 –0.68 .50
87.77 56.22 HowardHughes HHH ... 56 85.06 –1.68 ... 156.94 95.85 Jabil JBL .2 12 135.64 –0.19 .08 10.40 6.74 LSB Inds LXU ... dd 8.62 –0.21 ... 20.67 13.37 MasterBrand MBC ... 15 16.58 –0.72 ... 48.37 28.20 NexPointResidentl NXRT 4.0 26 46.14 –0.93 .51
120.71 52.36 HowmetAerospace HWM .3 45 118.31 –0.07 .08 115.22 47.49 JacksonFinl JXN 2.9 dd 97.85 –2.34 .70 39.89 30.30 LTC Properties LTC 6.0 16 37.73 –0.86 .19 535.77 409.23 Mastercard MA .5 40 528.57 –4.37 .66 3.00 1.32 Nextdoor KIND ... dd 2.68 +0.25 ...
481.35 306.90 Hubbell HUBB 1.1 33 461.97 +1.88 1.32 150.54 105.10 JacobsSolns J .8 22 137.83 –3.40 .29 265.74 193.34 L3HarrisTech LHX 2.0 37 234.64 –11.61 1.16 71.08 47.15 MatadorRscs MTDR 1.8 7 55.30 –4.71 .25 86.10 53.95 NextEraEnergy NEE 2.7 22 75.24 –3.43 .515
762.47 434.84 HubSpot HUBS ... dd 741.67 +20.62 ... 43.57 29.88 JamesHardie JHX ... 35 35.18 –1.97 ... 10.57 8.23 LXP Industrial LXP 5.9 cc 9.14 –0.21 .135 145.08 96.18 Materion MTRN .5 31 110.97 –4.65 .135 116.17 73.00 NicoletBankshares NIC 1.0 14 111.65 +0.25 .28
10.49 4.71 HudbayMinerals HBM .2 38 8.84 –0.10.0074 45.74 26.87 JanusHenderson JHG 3.5 18 44.36 –0.92 .39 46.35 32.00 La-Z-Boy LZB 2.0 15 44.72 –0.55 .22 19.96 10.78 Mativ MATV 3.3 6 12.13 –1.02 .10 123.39 70.75 Nike NKE 2.0 23 78.89 +0.12 .40
9.86 3.01 HudsonPacProp HPP .0 dd 3.56 –0.29 .05 15.86 6.68 JanusIntl JBI ... 10 7.35 –0.13 ... 247.99 191.97 Labcorp LH ... 45 232.57 –8.59 ... 169.12 94.58 Matson MATX .9 13 151.14 –2.04 .34 3.26 0.75 NineEnergy NINE ... dd 1.30 –0.45 ...
488.89 213.31 Humana HUM 1.3 25 281.73 –14.65 .885 80.53 36.24 JefferiesFinl JEF 1.8 33 78.12 –1.02 .35 12.48 10.10 LadderCapital LADR 7.8 15 11.80 –0.06 .23 26.46 14.62 MauiLand MLP ... dd 22.86 –1.39 ... 38.56 24.80 NiSource NI 2.9 23 37.06 –1.03 .265
299.50 184.29 HuntingIngalls HII 2.9 11 187.95 –9.97 1.35 38.37 16.70 JinkoSolar JKS 11.0 46 26.85 +4.66 1.50 111.88 52.99 LambWeston LW 1.9 18 77.53 +0.29 .36 93.97 71.75 Maximus MMS 1.7 15 72.70 –1.80 .30 15.44 7.14 NoahHoldings NOAH ... 2 12.59 –0.53 ...
27.01 19.11 Huntsman HUN 5.0 dd 19.88 +0.30 .25 9.33 4.50 JobyAviation JOBY ... dd 8.84 –0.11 ... 80.82 18.75 LandBridge LB .6 dd 64.11 –11.89 .10 23.02 11.07 MayvilleEngg MEC ... 29 17.14 +0.29 ... 52.16 31.00 Noble NE 6.3 9 31.70 –1.77 .50
168.20 120.69 HyattHotels H .4 12 163.40 +5.46 .15 127.31 82.64 JohnBeanTech JBT .3 23 122.82 –3.20 .10 3.99 0.91 Lanvin LANV ... dd 1.84 +0.24 ... 85.02 63.38 McCormickVtg MKC.V 2.3 27 78.04 +0.55 .45 4.95 3.11 Nokia NOK 2.2 52 4.24 +0.04.0324
84.44 48.73 Hyster-Yale HY 2.5 6 55.02 –1.22 .35 168.85 143.13 J&J JNJ 3.3 25 149.31 –5.70 1.24 55.66 36.62 LasVegasSands LVS 1.5 27 53.99 +0.93 .20 85.49 63.88 McCormick MKC 2.3 26 77.50 –0.91 .45 20.05 15.99 NomadFoods NOMD 3.5 13 17.07 –1.24 .15
D ATA NEW YORK STOCK EXCHANGE COMPOSITE LIST B A R R ON S.C OM / DATA

6.62 4.12 Nomura NMR 2.1 10 6.16 +0.08.1531 18.05 13.24 ParkHotels PK 6.4 10 15.65 +0.10 .40 35.29 27.40 Rayonier RYN 3.6 30 31.46 –0.41 .285 116.84 55.87 Shift4Paymts FOUR ... 56 103.71 –10.37 ... 69.00 34.71 SynchronyFinl SYF 1.5 9 67.92 +0.40 .25
4.64 2.60 NordicAmTankers NAT 14.9 9 2.68 ... .04 712.42 432.91 ParkerHannifin PH .9 31 696.16 –6.74 1.63 11.67 6.65 ReadyCapital RC 13.5 dd 7.39 +0.02 .25 46.05 27.09 ShinhanFin SHG 3.4 6 36.16 –2.42 .374 59.92 33.44 SynovusFinl SNV 2.7 25 55.77 –1.30 .38
24.99 15.79 Nordstrom JWN 3.3 15 23.19 +0.48 .19 114.68 61.10 Parsons PSN ... cc 98.03 +2.12 ... 64.88 50.65 RealtyIncome O 5.6 53 56.17 –1.72.2635 120.72 48.56 Shopify SHOP ... cc 118.37 +2.77 ... 82.89 69.03 Sysco SYY 2.5 21 80.73 +3.62 .51
277.60 206.71 NorfolkSouthern NSC 2.1 24 260.78 –15.07 1.35 238.18 139.50 PaycomSoftware PAYC .6 28 236.48 +4.56 .375 163.72 37.35 Reddit RDDT ... dd 162.76 +22.07 ... 54.41 28.85 Shutterstock SSTK 3.7 32 32.36 +0.68 .30 3.02 0.91 System1 SST ... dd .94 –0.12 ...
25.92 16.46 NorthAmConstr NOA 1.7 16 20.74 +0.46.0732 38.94 14.77 Paymentus PAY ... cc 34.61 –3.20 ... 15.25 2.68 Redwire RDW ... dd 14.07 +0.11 ... 5.93 3.08 Sibanye-Stillwater SBSW ... dd 3.89 –0.20 ...
T
8.62 3.90 NoEuroOil NRT 12.2 8 3.95 –0.16 .02 26.25 10.21 Paysafe PSFE ... dd 20.03 +0.15 ... 8.15 5.46 RedwoodTrust RWT 9.0 13 7.20 +0.04 .17 112.06 72.26 SignetJewelers SIG 1.3 11 91.80 –8.40 .29
44.31 31.13 NorthernOil&Gas NOG 4.2 5 40.23 –3.26 .42 29.94 20.21 PeabodyEnergy BTU 1.3 6 22.38 –1.47 .075 185.28 122.79 RegalRexnord RRX .8 54 170.45 –2.26 .35 26.75 ... SilaRealty SILA 6.2 65 25.64 –0.97.1333 15.52 7.35 TAL Education TAL ... 87 10.14 +0.21 ...
555.57 418.60 NorthropGrum NOC 1.7 29 473.65 –16.00 2.06 21.73 9.89 PeakstoneRealty PKST 6.9 dd 13.12 –0.61 .225 34.15 20.50 RegionalMgmt RM 3.6 14 33.27 +2.74 .30 58.14 41.14 SilganHoldings SLGN 1.4 20 55.38 –2.15 .19 50.37 31.84 TC Energy TRP 4.9 13 48.25 –0.68.5874
44.25 34.82 NorthwestNat NWN 4.7 20 41.90 –1.92 .49 15.92 11.69 Pearson PSO 1.8 25 15.90 +0.27.1967 27.96 17.18 RegionsFinl RF 3.8 15 26.26 –1.00 .25 11.50 9.95 SilverBoxIVA ... ... 10.06 +0.02 ... 133.85 98.51 TD Synnex SNX 1.3 16 123.23 +4.24 .40
28.64 14.69 NorwegCruise NCLH ... 27 27.65 +0.76 ... 16.65 11.65 PebblebrookHotel PEB .3 dd 14.58 +0.73 .01 233.81 157.48 ReinsGrp RGA 1.6 20 220.30 –8.10 .89 13.41 4.84 Similarweb SMWB ... dd 12.80 +0.39 ... 159.98 128.52 TE Connectivity TEL 1.7 15 152.40 +1.28 .65
3.13 1.22 NouveauMonde NMG ... dd 1.31 +0.05 ... 16.41 6.62 PediatrixMedical MD ... dd 14.80 –0.16 ... 342.20 261.77 Reliance RS 1.4 17 304.39 –16.85 1.10 186.00 130.35 SimonProperty SPG 4.6 24 183.84 +0.24 2.10 19.62 12.35 Tegna TGNA 2.7 7 18.77 ... .125
120.92 92.35 Novartis NVS 3.1 12 101.99 –3.783.7772 43.44 32.39 PembinaPipeline PBA 5.0 16 39.44 –1.93.4901 300.00 188.24 RenaissanceRe RNR .6 4 279.66 –6.49 .39 218.38 157.42 SimpsonMfg SSD .6 24 185.04 –3.36 .28 18.70 14.63 Telus TU 7.4 34 15.71 +0.17.2858
148.15 94.73 NovoNordisk NVO .9 36 110.77 +3.97.5126 8.04 6.31 PennantPark PNNT14.0 41 6.86 +0.09 .08 39.47 27.98 Renasant RNST 2.4 12 37.43 –0.19 .22 16.20 10.59 SiriusPoint SPNT ... 10 15.85 +0.43 ... 11.51 2.83 TelusIntl TIXT ... 57 3.96 +0.08 ...
16.15 8.06 NuHoldings NU ... 33 12.03 –0.50 ... 119.13 79.11 PennyMacFin PFSI 1.1 34 107.07 –0.06 .30 34.07 22.40 RentokilInit RTO 1.9 27 26.50 +0.96.2034 188.01 114.60 SiteOneLandscape SITE ... 49 151.05 –2.20 ... 44.44 30.68 Ternium TX 9.8 74 31.51 –1.66 .90
20.75 5.95 NuSkinEnts NUS 3.2 dd 7.50 +0.20 .06 15.89 12.81 PennyMacMtg PMT 11.8 10 13.56 –0.03 .40 24.00 9.66 ReposiTrak TRAK .3 77 23.11 +0.13.0181 25.95 19.88 SitioRoyalties STR 6.9 dd 21.80 –1.90 .28 162.13 111.72 TFI Intl TFII 1.2 28 151.94 +0.26 .45
203.00 133.42 Nucor NUE 1.5 14 142.57 –12.12 .54 179.72 142.32 PenskeAuto PAG 2.5 13 163.88 –2.66 1.19 220.58 160.42 RepublicSvcs RSG 1.1 35 216.68 –1.62 .58 58.70 35.93 SixFlags FUN 2.5 dd 47.26 +1.07 .30 19.14 12.60 TIM TIMB 6.8 10 13.24 +0.34 .113
32.30 1.88 NuScalePower SMR ... dd 25.70 –3.95 ... 110.71 66.70 Pentair PNR .9 27 108.11 –0.88 .23 28.28 16.36 ResideoTech REZI ... 23 27.26 +0.08 ... 75.09 55.67 SkechersUSA SKX ... 18 71.05 +7.23 ... 128.00 88.43 TJX TJX 1.2 30 126.09 +0.40 .375
60.87 44.65 Nutrien NTR 4.5 32 47.93 +1.27 .54 277.34 148.00 Penumbra PEN ... cc 237.23 –6.89 ... 260.49 162.18 ResMed RMD .9 32 241.41 –7.61 .53 10.33 3.29 SkeenaRscs SKE ... dd 9.27 ... ... 145.69 72.33 TKO TKO ... dd 144.09 +6.13 ...
4.16 1.28 NuvationBio NUVB ... dd 2.85 –0.05 ... 3.77 1.70 Perfect PERF ... 43 2.19 –0.42 ... 83.29 65.87 RestaurantBrands QSR 3.4 17 68.99 –0.62 .58 18.94 5.09 Skillsoft SKIL ... dd 14.73 –0.58 ... 9.66 5.12 TPG RE Fin TRTX10.7 13 8.98 –0.15 .24
86.57 54.43 nVentElectric NVT 1.0 22 76.89 –1.42 .19 92.44 61.60 PerformanceFood PFGC ... 33 90.19 +1.95 ... 19.15 18.90 Revelyst GEAR ... dd 19.00 +0.10 ... 7.48 4.72 Skillz SKLZ ... dd 5.52 –0.18 ... 50.28 34.63 TXNM Energy TXNM 3.1 26 49.33 +0.28.4075
14.44 3.84 PerimeterSolutions PRM ... dd 12.74 –0.06 ... 39.03 13.96 Revolve RVLV ... 65 37.17 +1.09 ... 37.72 19.00 SmartFinancial SMBK .9 18 35.65 –0.61 .08 23.56 16.56 TXO Partners TXO 14.0 dd 16.57 –1.17 .58
O 15.92 10.14 PermianBasin PBT 6.0 17 12.89 –0.63.0217 129.50 88.90 Revvity RVTY .2 47 116.46 +0.32 .07 3.47 1.17 SmartRent SMRT ... dd 1.84 +0.07 ... 212.60 98.80 TaiwanSemi TSM 1.0 33 203.02 +18.36.5484
18.28 12.47 PermianRscs PR 4.1 9 14.67 –0.99 .15 60.79 39.39 RexAmerRscs REX ... 11 40.79 –2.52 ... 56.55 35.52 Smartsheet SMAR ... dd 56.07 +0.12 ... 15.08 12.58 TakedaPharm TAK 3.9 23 13.73 +0.11 .333
47.66 33.19 OFGBancorp OFG 2.2 11 44.79 –0.63 .25
1.96 1.03 PermianvilleRT PVL 5.7 7 1.49 –0.10.0105 58.02 39.85 RexfordIndlRealty REXR 4.2 33 40.03 –2.05.4175 92.45 70.73 SmithAO AOS 1.9 19 72.61 –1.88 .34 14.78 9.44 TalosEnergy TALO ... 19 9.88 –1.37 ...
44.41 32.06 OGE Energy OGE 4.0 22 42.30 –1.66.4212
5.03 3.58 PermRock PRT 10.9 9 3.72 –0.27.0303 41.04 26.98 RingCentral RNG ... dd 41.03 +3.40 ... 31.72 23.65 Smith&Nephew SNN 2.9 36 25.36 –0.42 .288 25.99 15.89 TamboranRscs TBN ... dd 16.30 –1.09 ...
17.58 10.08 O-I Glass OI ... dd 11.85 –0.75 ...
34.60 23.89 Perrigo PRGO 3.9 dd 28.07 –0.47 .276 75.09 59.35 RioTinto RIO 7.0 9 62.11 –0.73 1.77 39.50 20.55 SmithDouglas SDHC ... 17 33.10 –0.60 ... 37.57 25.67 Tanger SKT 3.0 42 36.30 –0.67 .275
78.89 57.74 ONE Gas OGS 3.6 19 72.62 –5.35 .66
17.91 12.90 PetroleoBrasil PBR 19.9 5 13.86 –0.42.5338 6.65 4.14 Riskified RSKD ... dd 5.02 +0.17 ... 134.62 105.69 Smucker SJM 3.7 24 116.46 –1.33 1.08 65.30 32.91 Tapestry TPR 2.2 18 62.25 –0.03 .35
118.07 65.49 ONEOK OKE 3.6 23 109.00 –4.60 .99
17.32 11.93 PetroleoBrasilA PBR.A21.4 5 12.84 –0.20 .193 12.02 9.97 RithmCapital RITM 8.9 11 11.24 –0.01 .25 56.99 35.42 SmurfitWestrock SW 2.2 23 54.61 –0.41.3025 209.87 81.03 TargaResources TRGP 1.5 35 194.34 –9.96 .75
8.35 5.37 ON24 ONTF ... dd 6.63 +0.02 ...
31.54 24.48 Pfizer PFE 6.5 35 25.73 –0.48 .42 6.01 2.92 RithmProperty RPT 7.8 dd 3.07 +0.03 .06 17.90 8.29 Snap SNAP ... dd 12.44 +0.63 ... 181.86 120.21 Target TGT 3.4 14 132.39 +0.08 1.12
20.71 12.86 Openlane KAR ... cc 20.20 ... ...
134.15 87.82 PhilipMorris PM 4.1 21 130.56 –2.50 1.35 88.39 57.05 RobertHalf RHI 2.9 27 74.34 –0.27 .53 373.90 252.98 Snap-On SNA 2.4 18 357.77 –11.92 2.14 75.49 46.73 TaylorMorrison TMHC ... 9 68.89 –4.98 ...
71.19 47.20 OccidentalPetrol OXY 1.9 12 47.54 –3.04 .22
174.08 119.77 Phillips66 PSX 3.6 17 128.68 –5.30 1.15 59.80 29.55 Roblox RBLX ... dd 59.31 +9.18 ... 237.72 107.13 Snowflake SNOW ... dd 183.64 +8.84 ... 26.77 5.05 Team TISI ... dd 15.96 –0.92 ...
30.98 18.67 OceaneeringIntl OII ... 20 27.09 –2.89 ...
4.15 1.20 PhoenixNewMedia FENG ... dd 2.43 –0.05 ... 21.38 10.26 RocketCos. RKT ... dd 13.57 –0.96 ... 64.62 32.24 SOQUIMICH SQM ... dd 38.06 –0.40 ... 32.64 18.33 TechnipFMC FTI .7 20 30.73 –0.64 .05
11.22 2.57 Offerpad OPAD ... dd 3.99 –0.94 ...
29.16 17.07 Phreesia PHR ... dd 21.73 +0.70 ... 312.76 242.81 Rockwell ROK 1.8 36 295.42 +0.28 1.31 7.67 4.35 SohoHouse SHCO ... dd 4.82 –0.18 ... 55.13 36.50 TeckResourcesB TECK .8 72 44.96 –1.72.089
87.32 57.28 Oil-Dri ODC 1.8 14 68.06 –1.06 .155
11.12 5.93 PiedmontOfficeA PDM 5.4 dd 9.26 –0.26 .125 48.19 34.84 RogersComm B RCI 4.2 17 35.15 –0.59.3552 29.19 6.59 SolarisEnergy SEI 1.8 60 26.48 +1.83 .12 83.75 38.05 Tecnoglass TGLS .5 26 83.25 +2.20 .11
7.27 3.91 OilStatesIntl OIS ... dd 5.22 –0.28 ...
95.42 65.20 PinnacleWest PNW 3.9 17 91.59 –2.11 .895 138.85 96.10 Rogers ROG ... 39 104.92 +1.34 ... 14.71 10.14 SolarWinds SWI ... 65 14.51 +1.16 ... 9.95 6.16 Teekay TK ... 4 6.25 –1.13 ...
36.69 20.95 OkeanisEcoTankers ECO .0 6 21.32 –0.86 .45
16.00 0.56 Pinstripes PNST ... dd .59 –0.21 ... 52.16 40.41 Rollins ROL 1.3 51 49.42 –0.91 .165 6.36 1.03 SoloBrands DTC ... dd 1.14 –0.10 ... 74.20 38.48 TeekayTankers TNK 2.6 3 38.77 –1.48 .25
28.12 5.35 Oklo OKLO ... dd 21.91 –1.63 ...
45.19 27.00 Pinterest PINS ... cc 32.28 +1.96 ... 128.05 91.43 RoyalBkCanada RY 3.2 15 126.05 +0.381.0254 96.05 47.16 Solventum SOLV ... 13 69.96 –1.55 ... 19.82 14.80 TejonRanch TRC ... dd 15.94 –0.18 ...
39.27 27.20 OldRepublic ORI 2.8 11 37.63 –1.34 .265
351.80 161.00 PiperSandler PIPR .8 36 333.15 –9.84 .65 258.21 113.10 RoyalCaribbean RCL .6 27 258.09 +14.03 .40 70.88 47.82 SonicAutomotive SAH 2.1 12 67.56 –1.58 .35 22.54 6.76 TeladocHealth TDOC ... dd 11.00 –0.98 ...
60.60 39.47 Olin OLN 1.9 34 41.27 –1.32 .20
8.80 3.68 PitneyBowes PBI 2.6 dd 7.82 –0.24 .05 72.66 28.34 Rubrik RBRK ... dd 64.63 +13.81 ... 34.26 8.65 SonidaSrLiving SNDA ... dd 24.51 –1.55 ... 14.13 5.52 TelecomArgentina TEO .0 76 13.48 –0.08.2944
7.56 4.20 Olo OLO ... dd 7.52 +0.23 ...
102.81 54.35 PlanetFitness PLNT ... 54 99.87 +0.32 ... 14.92 3.56 RushStreetInt RSI ... dd 13.68 –0.74 ... 61.73 48.22 SonocoProducts SON 4.1 18 51.23 –0.65 .52 492.00 355.41 TeledyneTech TDY ... 24 473.55 –11.71 ...
44.42 27.53 OmegaHealthcare OHI 6.8 29 39.25 –1.36 .67
4.99 1.67 PlanetLabs PL ... dd 4.16 +0.23 ... 75.97 41.49 RyanSpecialty RYAN .6 94 72.53 –2.87 .11 21.09 15.02 Sony SONY .4 17 20.94 +0.89.0631 257.85 184.23 Teleflex TFX .7 37 184.65 –8.20 .34
107.00 81.44 Omnicom OMC 2.7 14 103.42 –1.40 .70
11.75 7.45 PlayAGS AGS ... 62 11.46 –0.16 ... 171.78 105.09 RyderSystem R 2.0 15 164.21 –4.63 .81 27.30 21.12 SouthBow SOBO 8.0 ... 25.03 –1.02 .50 11.43 8.01 TelefonicaBras VIV 3.6 14 8.52 +0.31.0373
60.12 25.78 OnHolding ONON ... cc 57.64 –0.69 ...
25.55 18.08 PlymouthIndREIT PLYM 5.2 cc 18.54 –0.20 .24 36.20 17.57 RyersonHolding RYI 3.1 39 23.86 –1.84.1875 114.27 70.68 SouthState SSB 1.9 17 110.93 +0.24 .54 4.93 3.82 Telefonica TEF 5.2 dd 4.55 +0.06.1576
30.45 19.25 OneLiberty OLP 6.1 18 29.40 –0.67 .45
100.91 63.23 Polaris PII 4.1 18 63.63 –5.37 .66 122.91 93.76 RymanHospitality RHP 3.8 21 118.25 +1.01 1.15 94.45 65.80 Southern SO 3.4 20 84.81 –4.32 .72 26.85 15.79 TelekmIndonesia TLK 9.8 12 17.21 +0.131.1116
4.98 0.87 OneConnectFin OCFT ... 19 2.47 –0.03 ... 49.85 39.14 PortlandGenElec POR 4.3 14 46.05 –1.87 .50 128.27 70.92 SoCopper SCCO 2.4 26 100.00 –0.35 .70 34.78 13.69 Telephone&Data TDS .5 dd 34.61 +0.43 .04
57.97 41.70 OneMain OMF 7.2 13 57.43 +0.08 1.04 S
121.38 86.46 PostHoldings POST ... 21 117.48 –3.00 ... 38.00 25.30 SouthsideBcshs SBSI 4.1 13 34.88 –0.24 .36 58.44 45.04 TempurSealy TPX .9 25 55.01 –0.97 .13
36.91 22.40 Onity ONIT ... 21 33.02 +2.15 ... 15.15 13.00 PostalRealty PSTL 7.0 cc 13.81 –0.36 .24 256.13 148.38 SAP SAP .7 cc 254.14 +16.542.3852 36.12 23.58 SouthwestAir LUV 2.1 dd 34.18 +1.82 .18 40.73 27.24 Tenaris TS .0 8 37.77 –0.56 .54
238.93 134.11 OntoInnovation ONTO ... 46 168.84 +4.66 ... 79.07 49.67 PrecisionDrilling PDS ... 5 58.98 –4.19 ... 533.29 407.69 S&P Global SPGI .7 46 516.77 –5.74 .91 80.29 57.55 SouthwestGas SWX 3.3 30 75.63 –2.53 .62 15.77 7.93 TencentMusic TME 1.1 24 12.55 +1.14 .137
17.00 6.50 Ooma OOMA ... dd 14.91 +0.11 ... 86.36 57.95 PrestigeCnsHlth PBH ... 21 84.33 –0.44 ... 15.36 6.02 SeacorMarine SMHI ... dd 6.21 –0.66 ... 96.74 72.63 SpectrumBrands SPB 2.0 25 94.88 +2.93 .47 171.20 68.84 TenetHealthcare THC ... 4 138.94 –3.74 ...
70.25 36.93 Oppenheimer A OPY 1.1 10 63.42 +1.71 .18 307.91 184.76 Primerica PRI 1.2 23 295.59 –7.16 .90 2.44 0.20 SES AI SES ... dd .45 +0.10 ... 51.83 29.70 SphereEnt SPHR ... dd 39.05 –2.10 ... 124.11 82.54 Tennant TNC 1.4 15 85.78 –2.59 .295
8.54 2.35 OppFi OPFI .0 45 7.29 –0.87 .12 30.69 14.06 PrimoBrands PRMB 1.2 20 30.53 +2.01 .09 14.62 10.01 SFL SFL 10.3 ... 10.47 –0.05 .27 19.40 6.16 SpireGlobal SPIR ... dd 14.76 –1.58 ... 49.44 24.02 Teradata TDC ... 38 32.11 +1.21 ...
196.04 99.26 Oracle ORCL .8 49 191.69 +6.85 .40 84.97 30.95 PrimorisSvcs PRIM .4 27 82.65 –1.06 .08 18.15 10.19 SITE Centers SITC 13.6 1 15.34 –0.18.1014 73.64 56.36 Spire SR 4.5 16 70.42 –2.77 .785 68.08 48.11 Terex TEX 1.3 8 52.94 –1.85 .17
9.08 7.41 OrchidIsland ORC 18.2 8 7.93 +0.14 .12 17.79 10.76 ProAssurance PRA ... 20 16.90 +0.18 ... 24.58 19.88 SK Telecom SKM 5.1 10 22.52 –1.70.3273 37.08 25.16 SpiritAeroSys SPR ... dd 32.21 –0.15 ... 71.63 53.78 TerrenoRealty TRNO 3.3 33 59.37 –1.26 .49
23.10 10.96 Organon OGN 7.4 3 15.12 –0.75 .28 86.67 49.46 ProcoreTech PCOR ... dd 83.00 +1.80 ... 82.81 40.30 SLGreenRealty SLG 4.0 dd 75.16 –3.03 .25 506.47 185.37 Spotify SPOT ... cc 498.63 +21.67 ... 5.08 2.68 TetraTech TTI ... cc 3.74 –0.11 ...
37.56 27.69 OriginBancorp OBK 1.6 15 36.43 +2.07 .15 180.43 142.50 Procter&Gamble PG 2.3 30 173.82 –5.441.0065 53.26 34.13 SM Energy SM 2.0 6 40.18 –5.01 .20 14.32 6.91 Sprinklr CXM ... 56 8.79 +0.55 ... 19.31 9.35 TevaPharm TEVA ... dd 17.33 +0.55 ...
12.12 4.09 OrionGroup ORN ... dd 8.52 –0.20 ... 270.62 149.14 Progressive PGR .2 18 254.56 –14.32 .10 103.20 6.50 SOS SOS ... dd 8.67 –3.73 ... 48.00 31.28 Sprott SII 2.8 24 42.97 –1.38 .30 1769.14 467.62 TexasPacLand TPL .5 69 1338.44 –261.65 1.60
6.22 3.01 OrionOffice ONL 9.9 dd 4.05 –0.18 .10 137.52 101.11 Prologis PLD 3.4 35 112.00 –4.78 .96 183.83 87.79 SPX Tech SPXC ... 42 159.43 –17.01 ... 4.89 2.17 SprucePower SPRU ... dd 2.77 +0.22 ... 97.34 75.70 Textron TXT .1 18 82.66 –2.97 .02
28.48 14.94 Orion OEC .5 34 17.98 –0.44.0207 6.66 3.15 PropertyGuru PGRU ... dd 6.66 +0.02 ... 41.63 34.09 STAG Indl STAG 4.1 36 35.79 –1.00.1233 64.69 48.08 St.Joe JOE 1.2 41 48.29 –2.79 .14 627.88 488.02 ThermoFisher TMO .3 33 529.36 –0.27 .39
125.84 89.90 Orix IX 2.5 10 113.00 +0.181.7998 10.02 6.54 ProPetro PUMP ... dd 7.91 –0.49 ... 72.50 57.73 SabineRoyalty SBR 9.6 10 65.78 +0.78.3112 41.71 26.09 StandardMotor SMP 3.5 12 33.57 +0.69 .29 35.93 23.76 Thermon THR ... 25 31.97 +0.41 ...
84.30 59.41 OrmatTech ORA .6 40 78.99 –2.63 .12 86.76 57.16 ProsperityBcshs PB 2.8 17 81.93 –1.80 .58 28.67 10.11 SableOffshoreA SOC ... dd 19.67 –3.81 ... 34.38 26.78 StandardAero SARO ... cc 28.45 –0.21 ... 176.03 138.83 ThomsonReuters TRI 1.3 34 170.56 +7.97 .54
23.79 7.50 OscarHealth OSCR ... dd 15.61 –1.72 ... 42.71 25.76 ProtoLabs PRLB ... 45 42.68 +1.49 ... 6.33 3.63 SafeBulkers SB 5.2 4 3.84 –0.03 .05 212.66 137.90 StandexIntl SXI .6 33 204.04 –3.85 .32 129.31 88.37 ThorIndustries THO 1.9 27 106.42 –5.18 .50
127.98 93.34 Oshkosh OSK 1.7 10 106.63 –6.98 .46 22.24 13.07 ProvidentFinSvcs PFS 4.6 20 20.76 –0.36 .24 28.80 17.91 Safehold SAFE 3.3 13 21.35 –0.01 .177 110.88 77.70 StanleyBlackDck SWK 3.9 dd 84.46 –4.99 .82 6.85 1.72 3D Systems DDD ... dd 2.90 –0.07 ...
3.19 1.34 OsiskoDevelopment ODV ... dd 1.85 +0.04 ... 130.55 99.43 PrudentialFinl PRU 4.1 11 126.56 –2.85 1.30 369.00 212.00 Salesforce CRM .4 60 361.99 +32.00 .40 88.42 74.62 Stantec STN .7 39 86.53 –0.49.1515 141.34 75.65 3M MMM 2.1 17 133.11 –0.42 1.51
21.29 12.77 OsiskoGold OR .9 dd 19.16 –0.22.0467 22.93 15.11 Prudential PUK ... 27 16.83 +0.48 ... 14.79 9.06 SallyBeauty SBH ... 9 13.23 –0.70 ... 22.29 18.43 StarwoodProp STWD 9.6 17 20.08 –0.29 .48 111.42 46.50 Tidewater TDW ... 14 47.00 –4.72 ...
106.33 85.42 OtisWorldwide OTIS 1.6 25 99.80 –3.18 .39 95.22 56.85 PublicServiceEnt PEG 2.7 22 90.00 –4.30 .60 57.51 27.14 Samsara IOT ... dd 52.27 –1.22 ... 99.76 70.20 StateStreet STT 3.1 16 98.41 –0.10 .76 7.79 3.57 Tilly's TLYS ... dd 4.22 –0.25 ...
16.88 4.65 Ouster OUST ... dd 10.39 +0.51 ... 369.99 256.31 PublicStorage PSA 3.6 35 334.00 –14.053.00 6.18 3.21 SanJuanBasin SJT 8.4 22 4.07 –0.40.0229 48.45 33.12 SteelPartners SPLP ... 5 43.00 –2.00 ... 94.71 72.35 Timken TKR 1.8 16 76.34 –1.11 .34
19.50 12.13 OutfrontMedia OUT 6.3 14 18.95 –0.26 .75 149.47 93.99 PulteGroup PHM .7 9 126.82 –8.45 .22 15.31 10.77 SandRidgeEnergy SD 4.0 9 11.01 –0.72 .11 14.74 11.50 Steelcase SCS 3.0 13 13.37 –0.10 .10 15.33 6.34 TItanIntl TWI ... dd 6.95 –0.37 ...
55.95 36.91 Ovintiv OVV 2.9 5 41.20 –4.22 .30 70.41 32.26 PureStorage PSTG ... cc 64.92 +11.93 ... 6.50 3.96 SandstormGold SAND 1.1 47 5.56 –0.23.0149 29.51 12.12 Stellantis STLA12.1 3 13.65 +0.45 1.65 44.12 14.91 Toast TOST ... dd 38.81 –4.73 ...
28.35 11.42 Owens&Minor OMI ... dd 13.63 +0.16 ... 112.82 36.96 Q2 QTWO ... dd 110.85 +6.11 ... 26.50 21.56 SaratogaInvt SAR 12.3 16 24.02 –1.67 .35 32.36 21.27 StellarBancorp STEL 1.8 14 31.18 +0.17 .14 169.52 90.69 TollBros TOL .6 11 154.10 –11.07 .23
214.53 138.70 OwensCorning OC 1.2 17 201.91 –3.71 .69 47.44 39.03 Qiagen QGEN .0 cc 43.42 –0.01 1.28 10.28 4.90 Sasol SSL ... dd 4.97 –0.04 ... 4.30 0.30 Stem STEM ... dd .39 ... ... 34.80 27.58 TootsieRoll TR 1.1 25 32.52 –0.58 .09
7.50 3.20 Owlet OWLT ... dd 4.85 –0.01 ... 9.13 4.06 QuadGraphics QUAD 2.3 dd 8.64 +1.42 .05 42.39 34.87 SaulCenters BFS 5.9 22 39.94 –1.17 .59 96.68 69.78 Stepan SCL 2.1 37 74.91 –1.99 .385 495.68 316.03 TopBuild BLD ... 19 375.93 –14.71 ...
113.88 72.24 OxfordIndustries OXM 3.4 44 79.85 –3.32 .67 221.94 151.31 QuakerHoughton KWR 1.2 23 156.92 –0.78 .485 21.33 7.78 SaversValue SVV ... 21 9.59 +0.24 ... 248.24 197.82 Steris STE 1.1 49 215.89 –3.17 .57 16.89 7.93 TopgolfCallaway MODG ... dd 8.02 –0.40 ...
PQ 39.31 24.85 QuanexBldg NX 1.1 13 29.19 –0.57 .08 55.69 38.66 Schlumberger SLB 2.7 13 40.96 –2.98 .275 34.73 16.56 Stevanato STVN .3 44 20.48 +0.45.0573 102.00 77.15 Toro TTC 1.7 23 86.19 –0.89 .36
350.19 187.27 QuantaServices PWR .1 61 332.47 –12.05 .10 33.90 20.50 SchneiderNatl SNDR 1.2 50 31.47 –2.14 .095 76.88 52.80 StewartInfo STC 2.7 36 75.16 +0.07 .50 65.12 51.74 TorontoDomBk TD 5.7 17 51.96 –4.57.7482
43.92 14.43 PACS Group PACS ... ... 15.51 –0.30 ... 10.03 4.65 QuantumScape QS ... dd 5.00 –0.23 ... 83.35 59.67 SchwabC SCHW 1.2 32 81.47 –1.29 .25 119.12 62.88 StifelFinancial SF 1.5 21 113.88 –1.92 .42 9.14 2.18 Torrid CURV ... 29 4.16 –0.13 ...
62.88 27.94 PBF Energy PBF 3.4 dd 30.22 –1.27 .275 3.20 1.52 Qudian QD ... 73 2.94 –0.20 ... 84.67 48.13 ScorpioTankers STNG 3.3 3 48.80 –1.86 .40 51.27 23.96 STMicroelec STM 1.2 11 26.43 +0.93 .09 74.97 56.20 TotalEnergies TTE ... 8 56.91 –1.08 ...
21.72 15.94 PG&E PCG .2 16 20.33 –1.30 .025 165.32 123.04 QuestDiag DGX 1.9 21 157.35 –5.31 .75 93.90 53.43 ScottsMiracleGro SMG 3.5 dd 75.47 –1.62 .66 19.91 5.90 Stoneridge SRI ... dd 6.49 –0.37 ... 13.57 9.49 TownsquareMedia TSQ 7.7 dd 10.24 +0.14.1975
57.23 26.27 PHINIA PHIN 1.9 23 53.41 –2.67 .25 R 8.59 5.36 ScullyRoyalty SRL ... cc 7.38 –0.23 ... 112.80 54.81 Stride LRN ... 20 110.44 +3.57 ... 255.23 159.04 ToyotaMotor TM 2.8 8 175.95 +5.322.6008
3.98 2.95 PHX Minerals PHX 4.2 29 3.81 ... .04 118.58 34.35 Sea SE ... cc 116.25 +2.45 ... 398.20 285.79 Stryker SYK .8 41 385.02 –7.13 .80 3.97 1.97 Traeger COOK ... dd 3.15 –0.06 ...
168.92 88.51 PJT Partners PJT .6 40 164.21 –3.15 .25 346.78 240.36 RBC Bearings RBC ... 49 334.39 –0.72 ... 20.55 9.31 SeabridgeGold SA ... dd 13.40 –0.99 ... 9.30 4.90 StudioCity MSC ... dd 6.54 –0.06 ... 422.00 232.61 TraneTech TT .8 38 412.18 –4.04 .84
30.39 21.52 PLDT PHI 5.4 11 22.93 +0.74.8233 99.79 60.84 RB Global RBA 1.2 53 96.84 –0.92 .29 56.46 34.74 Seadrill SDRL ... 7 38.37 –2.27 ... 48.20 35.61 SturmRuger RGR 1.9 21 36.03 –2.06 .11 13.54 5.94 Transalta TAC 1.2 35 13.48 +2.22.0426
216.26 139.20 PNC Finl PNC 3.1 18 208.63 –6.09 1.60 48.91 38.09 RELX RELX ... 38 47.59 +0.51 ... 41.14 30.87 SealedAir SEE 2.2 13 36.48 –0.12 .20 22.33 15.20 SuburbanPropane SPH 6.9 17 18.86 –0.99 .325 43.40 26.29 TrancntlRlty TCI ... 79 29.30 +1.10 ...
96.98 46.04 POSCO PKX 3.3 17 46.63 –4.99.4465 14.31 6.94 RE/MAX RMAX ... dd 12.50 –0.66 ... 22.07 12.42 SelectMedical SEM 2.5 9 19.82 –1.29.0673 15.56 9.16 SumitomoMits SMFG 1.9 13 15.05 +0.24.2407 1451.32 971.94 TransDigm TDG .0 50 1279.21 +26.2475.00
151.16 118.07 PPG Ind PPG 2.2 20 125.57 +1.20 .68 32.74 16.00 REV REVG .7 7 30.65 –0.37 .05 15.14 6.99 SelectWater WTTR 1.8 24 14.14 –0.63 .07 7.22 5.66 SummitHotelProp INN 4.7 cc 6.75 +0.17 .08 6.88 3.85 Transocean RIG ... dd 4.02 –0.38 ...
35.15 25.35 PPL PPL 3.1 30 33.60 –1.33.2575 398.22 212.43 RH RH ... cc 376.10 –9.04 ... 4.46 1.03 SelectQuote SLQT ... dd 2.99 ... ... 53.49 34.38 SummitMaterials SUM ... 62 50.80 –0.14 ... 30.88 11.81 TransportadGas TGS ... 26 28.18 –1.54 ...
50.28 27.84 ProgHoldings PRG 1.0 13 46.89 –1.77 .12 182.29 125.77 RLI RLI .7 19 171.60 –4.304.00 95.77 66.40 Sempra SRE 2.8 20 89.60 –4.07 .62 40.75 15.56 SummitMidstream SMC ... 6 37.81 +0.02 ... 113.17 62.43 TransUnion TRU .4 87 99.67 –1.83 .105
40.99 16.64 PROS PRO ... dd 24.84 +1.67 ... 12.39 8.74 RLJ Lodging RLJ 5.8 36 10.43 +0.22 .15 16.42 9.64 Semrush SEMR ... cc 14.13 +0.53 ... 147.83 110.98 SunComms SUI 3.0 67 124.69 –1.64 .94 56.91 36.77 Travel+Leisure TNL 3.6 10 55.30 –0.57 .50
7.77 2.00 PSQ PSQH ... dd 4.02 +1.98 ... 2.19 1.50 RLX Tech RLX .4 27 1.83 –0.15 .01 15.25 5.06 SendasDistrib ASAI ... 11 5.07 –0.19 ... 62.85 46.41 SunLifeFinancial SLF 3.9 14 62.14 +0.75 .602 269.56 180.44 Travelers TRV 1.6 13 261.15 –4.89 1.05
14.28 7.08 P10 PX 1.0 cc 13.24 –0.86 .035 8.19 5.63 RPC RES 2.7 11 5.84 –0.60 .04 43.14 30.33 SensataTech ST 1.6 dd 30.62 –1.52 .12 12.82 7.47 SunCokeEnergy SXC 3.9 12 12.19 –0.27 .12 9.22 3.98 Tredegar TG ... dd 7.67 +0.50 ...
141.15 89.56 PVH PVH .1 9 107.18 –1.19.0375 141.79 100.82 RPM RPM 1.5 29 136.84 –1.94 .51 82.99 55.02 SensientTech SXT 2.1 37 78.10 +0.46 .41 41.95 29.45 SuncorEnergy SU ... 8 38.38 –1.10 ... 43.84 28.04 TreeHouseFoods THS ... dd 33.38 –0.96 ...
250.82 159.57 PackagingCpAm PKG 2.1 28 242.86 –5.99 1.25 128.70 79.67 RTX RTX 2.1 34 117.99 –3.84 .63 30.76 14.33 SentinelOne S ... dd 25.78 –2.17 ... 12.55 4.25 SunlandsTech STG ... 1 6.31 –0.45 ... 101.91 58.68 Trex TREX ... 35 77.63 +2.60 ...
26.70 16.46 PagerDuty PD ... dd 21.27 +0.03 ... 32.82 18.75 RXO RXO ... dd 28.55 –1.60 ... 7.43 0.85 SequansComms SQNS ... ... 3.12 +0.14 ... 16.36 2.99 SunnovaEnergy NOVA ... dd 4.47 –1.07 ... 47.78 30.27 TriPointe TPH ... 9 41.49 –2.04 ...
14.98 7.08 PagSeguroDig PAGS ... 6 7.11 –0.23 ... 37.86 25.34 RadianGroup RDN 2.8 9 34.64 –1.15 .245 9.87 3.63 SeritageGrowth SRG ... dd 4.47 –0.09 ... 64.89 49.45 Sunoco SUN 6.5 12 54.14 –2.32.8756 134.67 74.32 TriNet TNET 1.1 18 94.69 +1.26 .25
90.40 38.15 PampaEnergia PAM ... 15 87.42 +1.83 ... 2.50 1.29 Rafael RFL ... dd 1.92 +0.04 ... 89.37 64.10 ServiceIntl SCI 1.4 25 86.55 –2.04 .30 12.19 9.39 SunstoneHotel SHO 2.8 16 12.07 +1.32 .09 38.69 23.40 TrinityIndustries TRN 2.9 18 37.98 +0.28 .30
26.05 12.16 PanAmerSilver PAAS 1.8 dd 22.17 +0.20 .10 237.16 130.77 RalphLauren RL 1.4 22 230.74 –0.66 .825 1137.00 637.99 ServiceNow NOW ... cc 1124.34 +74.90 ... 7.01 2.63 SuperGroup SGHC 5.8 cc 6.95 +0.30 .10 8.83 1.94 Trinseo TSE .9 dd 4.51 +0.18 .01
40.70 14.84 ParPacific PARR ... 3 16.07 –1.36 ... 39.33 27.29 RangeResources RRC .9 17 33.75 –1.99 .08 101.37 55.83 ServisFirst SFBS 1.3 25 95.16 –0.62 .30 4.57 2.10 SuperiorIndsIntl SUP ... dd 2.24 –0.13 ... 18.88 11.75 TripleFlagPrecMtl TFPM 1.4 dd 16.27 –0.46 .055
82.24 37.74 ParTechnology PAR ... dd 78.70 –2.44 ... 17.20 9.27 RangerEnergySvcs RNGR 1.3 24 15.83 –0.67 .05 139.89 60.84 ShakeShack SHAK ... cc 138.76 +5.03 ... 11.83 0.90 SurfAirMobility SRFM ... dd 4.66 +0.65 ... 11.58 6.44 TriplePtVent TPVG14.5 39 8.26 –0.13 .30
14.79 4.65 Paragon28 FNA ... dd 10.03 –0.28 ... 9.04 3.85 Ranpak PACK ... dd 7.82 +0.03 ... 112.93 45.85 SharkNinja SN ... 40 100.87 +0.32 ... 12.98 8.78 Suzano SUZ 1.7 17 10.72 +0.37.3429 19.71 11.01 TriumphGroup TGI ... dd 19.00 –0.25 ...
5.92 4.21 ParamountGroup PGRE .0 dd 4.81 –0.05 .035 171.38 104.24 RaymondJames RJF 1.2 17 163.40 –5.88 .50 74.61 60.34 Shell SHEL 4.4 13 63.25 –1.49 .688 45.12 9.66 Sweetgreen SG ... dd 42.04 +1.06 ... 20.70 10.69 Tronox TROX 4.3 dd 11.62 –0.48 .125
16.96 11.96 ParkAerospace PKE 3.3 44 14.98 –0.33 .125 10.28 3.15 RayonierAdvMatls RYAM ... dd 8.53 –0.28 ... 400.42 282.09 SherwinWilliams SHW .7 38 384.96 –12.44 .715 98.02 44.94 Sylvamo SLVM 2.0 14 90.63 –1.66 .45 16.14 6.63 TrueBlue TBI ... dd 8.03 +0.51 ...
D ATA NYSE NASDAQ ISSUES B A R R ON S .C OM / D ATA

–52-Week– Tick Div –52-Week– Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
Five-Day Nasdaq Composite

49.06 33.73 TruistFinl TFC 4.4 dd 47.26 –0.42 .52 46.63 22.42 VornadoRealty VNO 1.5 dd 44.23 +1.18 .74 A
31.48 17.63 TsakosEnergy TEN 9.9 3 18.24 +0.07 .90 84.30 63.11 VoyaFinancial VOYA 2.2 13 81.11 –1.89 .45
144.07 64.39 AAON AAON .2 60 137.25 +0.91 .08
8.47 4.48 TurkcellIletism TKC 2.5 16 6.70 +0.07.0953 298.31 212.67 VulcanMatls VMC .6 45 286.86 –1.27 .46
32.59 14.15 AcadiaPharm ACAD ... 22 17.28 +0.96 ...
66.18 21.98 TurningPoint TPB .4 26 64.22 +2.32 .07
W 8.89 3.36 ACELYRIN SLRN ... dd 4.25 –0.30 ...
34.55 7.83 TutorPerini TPC ... dd 26.78 –0.40 ... AI Rising: Super Micro’s own probe found nothing wrong, after its au-
2.32 1.28 Tuya TUYA .0 dd 1.85 +0.12.0589 59.71 27.28 ACI Worldwide ACIW ... 26 55.83 –0.99 ...
113.57 52.51 Twilio TWLO ... dd 113.42 +8.88 ...
3.44 1.70 W&T Offshore WTI 2.3 dd 1.75 –0.19 .01 5.14 2.25 AC Immune ACIU ... dd 3.15 –0.25 ... ditor quit. Marvell Technology is selling AI chips. The Nasdaq Composite
102.79 75.13 WEC Energy WEC 3.4 24 97.09 –3.96.8925 34.40 13.87 ACM Research ACMR ... 11 14.89 –2.30 ...
14.59 11.28 TwoHarbors TWO15.2 dd 11.86 +0.11 .45 244.04 165.51 WEX WEX ... 23 183.01 –5.65 ... 23.46 12.84 ACV Auctions ACVA ... dd 22.34 –0.28 ...
Index ended Friday at 19,860—up 3.3% on the week.
638.56 397.80 TylerTech TYL ... cc 623.15 –6.02 ... 24.63 11.60 WKKellogg KLG 3.1 26 20.38 –0.42 .16
66.88 49.97 TysonFoods TSN 3.2 27 62.64 –1.86 .49 23.64 3.60 ADMA Biologics ADMA ... 72 19.82 –0.29 ...
72.57 39.85 WNS WNS ... 19 49.65 –4.58 ... 9.05 4.34 Adtran ADTN ... dd 8.43 –0.07 ... Monday Tuesday Wednesday Thursday Friday
U 67.40 53.09 W.P.Carey WPC 6.3 22 55.90 –1.16 .875 10.85 8.87 AGNC Invt AGNC14.8 7 9.71 +0.05 .12
55.74 43.02 WPP WPP 4.6 47 55.15 +0.48.9542 19,880
7.48 1.04 AIX AIFU ... ... 1.16 –0.11 ...
33.34 26.01 UBS Group UBS 2.1 38 32.79 +0.45 .70 30.07 15.94 WabashNational WNC 1.7 dd 19.31 –0.52 .08
17.83 1.19 AlxOncology ALXO ... dd 1.62 +0.14 ...
47.55 34.19 UDR UDR 3.8 cc 44.84 –1.02 .425 205.53 117.88 Wabtec WAB .4 34 205.41 +4.79 .20
20.97 7.08 AMC Networks AMCX ... 15 9.39 –0.03 ...
30.48 21.51 UGI UGI 5.4 22 27.72 –2.65 .375 118.19 87.20 Walker&Dunlop WD 2.4 39 108.79 –1.39 .65
60.24 41.97 Amerisafe AMSF 2.7 17 55.04 –3.983.00 19,710
79.04 58.16 U-Haul UHAL ... 32 72.85 +2.18 ... 2.09 0.50 Wallbox WBX ... dd .66 ... ...
47.39 24.22 A-MarkPrecMet AMRK 2.8 12 28.75 –1.55 .20
73.97 55.73 U-Haul N UHAL.B .3 29 65.77 +3.33 .05 96.18 49.85 Walmart WMT .9 39 95.70 +3.20.2075
70.81 48.20 ANI Pharm ANIP ... dd 56.97 –0.26 ...
59.23 33.15 UL Solutions ULS .9 35 53.35 –0.38 .125 24.60 10.28 WarbyParker WRBY ... dd 23.79 +1.25 ...
75.53 50.60 WarriorMetCoal HCC .5 9 63.69 –6.63 .08
364.31 284.39 Ansys ANSS ... 53 345.30 –5.80 ... 19,540
20.64 14.09 UMH Prop UMH 4.5 cc 19.26 +0.06 .215
22.22 0.87 AN2 Therap ANTX ... dd 1.44 –0.23 ...
63.52 45.26 Unitil UTL 2.9 20 57.79 –2.23 .425 194.83 137.25 WasteConnections WCN .7 52 190.35 –2.12 .315
37.82 20.95 APA APA 4.7 3 21.42 –1.23 .25
28.47 21.06 USA Compression USAC 9.2 41 22.73 –1.26 .525 230.39 171.15 WasteMgt WM 1.4 34 222.19 –6.03 .75
16.25 9.75 ARKRestaurants ARKR 4.9 dd 15.28 +5.46.1875
54.81 34.15 UsanaHealth USNA ... 13 37.31 –1.22 ... 1.53 0.94 Waterdrop WDH .0 12 1.13 ... .016 19,370
18.51 5.01 ARS Pharm SPRY ... dd 14.02 –0.49 ...
68.31 32.01 US Cellular USM ... dd 63.71 +0.25 ... 395.50 279.24 Waters WAT ... 37 384.05 –0.67 ...
1110.09 645.45 ASML ASML .8 37 708.98 +22.371.6554
72.84 43.24 US Foods USFD ... 31 72.00 +2.23 ... 571.42 373.33 Watsco WSO 2.1 41 526.81 –24.79 2.70 +185.78 +76.96 +254.21 -34.39 +159.05
39.08 1.97 AST Space ASTS ... dd 25.32 +1.51 ... (Previous Friday Close)
113.63 76.18 US PhysTherapy USPH 1.8 cc 96.08 –2.68 .44 221.19 175.37 WattsWater WTS .8 26 215.17 –0.62 .43 19,200
1.65 0.50 ATA Creativity AACG ... dd .87 –0.13 ...
9.74 5.67 UWM UWMC 6.2 dd 6.47 –0.04 .10 76.18 37.35 Wayfair W ... dd 53.53 +7.29 ...
14.71 8.10 WeaveComms WEAV ... dd 14.69 +1.02 ...
2.85 1.03 ATAI Life ATAI ... dd 1.56 –0.22 ... 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4
87.00 54.84 Uber UBER ... 32 66.09 –5.87 ...
39.88 18.20 ATN Intl ATNI 5.1 dd 18.79 –0.99 .24
366.34 104.24 Ubiquiti UI .7 53 344.56 –1.93 .60 63.99 39.34 WebsterFin WBS 2.7 14 60.01 –1.77 .40
5.64 1.73 AXT AXTI ... dd 2.19 +0.05 ... 52-Week Tick Div 52-Week Tick Div
27.87 10.37 UiPath PATH ... dd 14.81 +0.60 ... 76.62 58.87 WeisMarkets WMK 1.9 20 70.40 –2.43 .34
6.06 2.34 AbCelleraBio ABCL ... dd 3.00 –0.01 ... High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
6.35 2.80 UltraparPart UGP 3.9 6 2.93 –0.02.0446 78.13 45.12 WellsFargo WFC 2.2 15 74.33 –1.84 .40
17.02 8.06 Abivax ABVX ... dd 8.81 +0.28 ... 191.75 129.69 Alphabet A GOOGL .5 23 174.71 +5.76 .20 36.37 14.35 ArriVentBio AVBP ... dd 29.26 –0.70 ...
11.89 6.17 UnderArmour A UAA ... dd 10.12 +0.41 ... 140.75 85.40 Welltower WELL 2.0 cc 131.37 –6.81 .67
13.50 0.34 AboveFood ABVE ... dd .60 –0.07 ... 193.31 131.06 Alphabet C GOOG .5 23 176.49 +6.00 .20 34.63 21.50 ArrowFinancial AROW 3.5 16 31.99 –0.99 .28
10.62 6.02 UnderArmour C UA ... dd 9.05 +0.28 ... 216.17 132.37 WescoIntl WCC .8 17 206.67 –4.90.4125
13.00 1.41 Abpro ABP ... dd 1.53 –1.17 ... 17.34 4.88 Alphatec ATEC ... dd 9.63 –0.86 ... 39.83 17.05 ArrowheadPharm ARWR ... dd 23.61 –2.42 ...
7.91 5.41 Unifi UFI ... dd 5.54 –0.02 ... 102.40 72.56 WestFraserTimber WFG 1.4 dd 93.95 –5.03 .32
413.70 265.00 WestPharmSvcs WST .3 48 322.49 –3.19 .21 6.72 2.02 Absci ABSI ... dd 3.11 +0.06 ... 11.86 10.72 AlphaTimeAcqn ATMC ... 49 11.36 +0.05 ... 9.54 4.83 Arteris AIP ... dd 8.99 +0.30 ...
208.20 149.58 Unifirst UNF .7 25 196.49 –4.38 .35
98.10 53.75 WestAllianceBcp WAL 1.6 14 93.74 +0.13 .38 5.74 3.65 AcaciaResearch ACTG ... 10 4.53 –0.02 ... 113.12 70.23 AltairEngg ALTR ... cc 106.17 +0.56 ... 44.64 32.93 ArtesianRscs A ARTNA 3.5 18 34.18 –0.56.3014
65.87 46.46 Unilever UL 3.1 21 59.04 –0.80.4755
42.80 26.81 WesternMidstrm WES 8.7 10 40.24 –0.47 .875 75.73 44.73 AcademySports ASO .8 8 50.40 +1.15 .11 14.84 4.71 Altimmune ALT ... dd 9.11 +0.54 ... 17.31 9.68 ArtivaBiotherap ARTV ... dd 11.80 –0.98 ...
258.66 218.55 UnionPacific UNP 2.3 21 233.57 –11.09 1.34
14.19 10.51 WesternUnion WU 8.7 6 10.80 –0.21 .235 87.77 36.50 AcadiaHlthcr ACHC ... 13 41.12 +0.49 ... 4.44 0.70 AltisourcePortf ASPS ... dd .78 –0.11 ... 53.08 21.17 Arvinas ARVN ... dd 25.92 –0.80 ...
8.93 3.32 Unisys UIS ... dd 7.04 –0.94 ...
162.64 118.64 Westlake WLK 1.7 cc 124.34 –4.06 .525 15.36 3.08 Accolade ACCD ... dd 3.69 –0.17 ... 13.53 7.66 Alumis ALMS ... dd 9.00 –0.26 ... 161.00 101.43 AscendisPharma ASND ... dd 133.00 –3.08 ...
35.38 24.04 UtdCmtyBks UCB 2.8 22 33.91 +0.10 .24
18.03 10.93 Westwood WHG 3.9 47 15.42 –0.38 .15 3.05 1.40 Accuray ARAY ... dd 2.01 –0.22 ... 18.00 9.08 Alvotech ALVO ... dd 11.41 –0.34 ... 12.38 7.20 AscentIndustries ACNT ... dd 12.00 +1.16 ...
9.00 6.54 UnitedMicro UMC ... 10 6.72 –0.03 ...
36.27 26.73 Weyerhaeuser WY 2.6 43 31.29 –0.97 .20 5.17 0.80 AclarisTherap ACRS ... dd 3.94 –0.13 ... 38.19 21.33 AmalgamFin AMAL 1.3 11 35.86 +0.23 .12 254.04 171.25 AspenTech AZPN ... dd 251.43 +1.43 ...
25.48 8.58 UnitedNatFoods UNFI ... dd 24.07 –0.76 ...
68.64 38.57 WheatonPrecMtls WPM 1.0 46 61.33 –1.00 .155 11.90 3.19 AcrivonTherap ACRV ... dd 6.42 –1.16 ... 227.15 143.64 Amazon.com AMZN ... 49 227.03 +19.14 ... 19.93 8.43 AssemblyBiosci ASMB ... dd 16.05 –0.99 ...
163.82 123.12 UPS B UPS 5.2 19 125.61 –10.11 1.63
6.08 1.40 WheelsUp UP ... dd 2.14 –0.36 ... 10.16 5.51 ActuateTherap ACTU ... dd 8.95 +0.82 ... 81.32 39.69 Ambarella AMBA ... dd 71.70 +0.15 ... 44.74 28.46 AstecIndustries ASTE 1.4 dd 37.67 –0.94 .13
60.83 44.72 UtdParks&Resorts PRKS ... 15 59.82 +1.18 ...
125.68 84.18 Whirlpool WHR 6.2 11 112.82 +1.40 1.75 5.09 2.08 AcumenPharm ABOS ... dd 2.16 –0.11 ... 94.04 74.41 Amdocs DOX 2.2 20 86.64 –0.08 .479 121.20 36.22 AsteraLabs ALAB ... dd 120.40 +17.15 ...
896.98 483.47 UnitedRentals URI .8 22 858.92 –7.08 1.63

2023.00 1401.01 WhiteMtnIns WTM .1 8 1987.86 –22.13 1.00 4.38 1.35 Adagene ADAG ... dd 2.06 –0.28 ... 98.95 84.06 Amedisys AMED ... 34 86.03 –5.38 ... 87.68 60.47 AstraZeneca AZN 2.1 33 68.20 +0.58 .50
53.98 37.81 US Bancorp USB 3.8 16 52.18 –1.11 .50
15.01 10.77 WhitestoneREIT WSR 3.5 35 14.32 –0.40.045 2.05 0.43 Adaptimmune ADAP ... dd .66 –0.06 ... 18.09 9.07 AmerAirlines AAL ... 54 17.40 +2.88 ... 16.90 4.97 AstriaTherap ATXS ... dd 10.35 –0.04 ...
50.20 26.92 US Steel X .5 25 38.45 –2.32 .05
5.80 2.31 WideOpenWest WOW ... dd 5.10 –0.21 ... 6.70 2.28 AdaptiveBiotech ADPT ... dd 6.27 +0.33 ... 105.18 75.22 AEP AEP 3.9 19 95.85 –4.01 .93 23.74 14.13 Astronics ATRO ... dd 16.44 +0.29 ...
630.73 436.38 UnitedHealth UNH 1.5 36 549.62 –60.58 2.10
53.96 29.99 Wiley A WLY 3.1 dd 45.70 –6.48.3525 136.12 85.94 AddusHomeCare ADUS ... 28 120.74 –2.10 ... 13.24 7.19 AmOutdoorBrands AOUT ... dd 13.23 +3.42 ... 18.83 11.83 AstroNova ALOT ... 19 15.91 +0.54 ...
43.54 13.90 UnitySoftware U ... dd 27.72 +3.61 ...
67.80 45.19 Universal UVV 5.7 12 56.36 –0.76 .81 52.90 30.00 Wiley B WLYB 3.1 dd 45.78 –7.13.3525 14.24 9.62 Adeia ADEA 1.5 37 13.36 +1.24 .05 21.33 7.52 AmerPubEduc APEI ... 38 21.03 +0.41 ... 39.50 6.50 AtaraBiotherap ATRA ... dd 13.03 +0.85 ...
47.30 32.27 UniversalHealth UHT 7.3 31 40.21 –1.98 .735 60.36 32.65 Williams WMB 3.3 24 56.85 –1.67 .475 3.77 0.89 AdicetBio ACET ... dd 1.05 –0.08 ... 38.02 9.37 AmerSupercond AMSC ... dd 31.20 –2.86 ... 4.60 2.86 AteaPharm AVIR ... dd 2.94 –0.48 ...
243.25 133.70 UniversalHealthB UHS .4 13 194.22 –10.78 .20 190.08 94.63 Williams-Sonoma WSM 1.2 22 188.82 +16.80 .57 17.48 1.85 AdlaiNortye ANL ... ... 2.10 –0.13 ... 106.57 76.57 AmericanWoodmark AMWD ... 13 89.39 –1.39 ... 4.30 0.41 AthiraPharma ATHA ... dd .64 –0.02 ...
23.39 15.63 UnivInsurance UVE 2.9 9 21.87 –0.76 .13 75.42 49.68 Winnebago WGO 2.4 cc 57.08 –1.46 .34 638.25 433.97 Adobe ADBE ... 47 552.96 +37.03 ... 83.07 37.98 AmerCarMart CRMT ... dd 53.64 +7.48 ... 44.43 36.25 AtlantaBravesC BATRK ... dd 40.96 +0.61 ...
26.64 10.46 UnvlTechInst UTI ... 34 25.62 –0.25 ... 7.28 4.91 Wipro WIT .3 52 6.98 –0.01.0107 120.81 89.12 AdvEnergyInds AEIS .3 cc 117.43 +2.39 .10 3.40 2.20 AmeriServFin ASRV 4.1 dd 2.92 +0.05 .03 46.65 39.67 AtlantaBravesA BATRA ... dd 42.45 +0.36 ...
77.63 42.63 UnumGroup UNM 2.2 8 74.96 –1.94 .42 12.45 6.25 WisdomTree WT 1.1 46 11.38 –0.57 .03 10.88 7.45 AdvFlowerCap AFCG18.5 24 9.55 –0.18 .33 346.85 257.80 Amgen AMGN 3.3 35 272.58 –10.29 2.25 3.00 1.26 AtlanticAmerican AAME 1.3 dd 1.55 +0.03 .02
23.85 15.81 UrbanEdgeProp UE 3.0 10 22.79 –0.22 .17 47.43 6.10 Wolfspeed WOLF ... dd 9.45 –0.13 ... 227.30 121.83 AdvMicroDevices AMD ... cc 138.59 +1.41 ... 14.57 9.02 AmicusTherap FOLD ... dd 9.73 –0.25 ... 23.47 16.82 AtlanticaSust AY 7.1 75 21.97 +0.03.2225
20.04 13.42 UtzBrands UTZ 1.4 dd 16.92 –0.49 .061 24.16 7.58 WolverineWwide WWW 1.7 dd 22.99 –0.20 .10 4.95 2.70 AdvantageSolns ADV ... dd 3.52 –0.04 ... 44.86 24.10 AmkorTech AMKR 1.3 18 26.28 –0.16.4055 64.70 23.10 Atlanticus ATLC ... 14 63.20 +4.94 ...
21.63 15.02 WoodsideEnergy WDS 8.3 16 15.12 –0.92 .69 7.03 2.10 Aemetis AMTX ... dd 3.36 –0.73 ... 9.48 4.46 AmnealPharm AMRX ... dd 8.45 +0.18 ... 287.97 135.29 Atlassian TEAM ... dd 278.50 +14.92 ...
V 38.05 27.60 WooriFinl WF 6.1 4 34.19 –1.55.3912 32.42 1.25 AerovateTherap AVTE ... dd 2.67 +0.04 ... 65.92 36.56 AmphastarPharm AMPH ... 15 43.80 –1.39 ... 29.15 15.22 AtourLifestyle ATAT ... 23 26.49 +1.34 ...
105.00 65.47 Workiva WK ... dd 102.86 +5.61 ... 236.60 116.51 AeroVironment AVAV ... 95 163.33 –31.17 ... 6.96 3.37 AmtechSystems ASYS ... dd 5.85 +0.21 ... 39.05 18.94 AtriCure ATRC ... dd 34.25 –1.91 ...
23.09 11.00 VF VFC 1.7 dd 21.05 +0.82 .09 8.95 2.25 Affimed AFMD ... dd 2.33 –0.51 ... 25.25 16.48 AuburnNatlBncp AUBN 4.6 96 23.40 +0.40 .27
31.71 20.00 WorldKinect WKC 2.4 13 28.28 –0.67 .17 19.95 1.58 AmylyxPharm AMLX ... dd 5.14 –0.40 ...
34.29 27.08 VICI Prop VICI 5.5 12 31.65 –0.96.4325 72.82 22.25 AffirmA AFRM ... dd 71.88 +1.87 ... 14.45 7.70 AudioCodes AUDC 3.8 24 9.43 +0.13 .18
69.96 38.24 WorthingtonEnts WOR ... 54 40.83 –0.09 ... 244.14 181.81 AnalogDevices ADI 1.7 67 218.20 +0.15 .92
7.90 4.45 VOC Energy VOC 15.1 6 4.83 –0.09 .18 22.48 15.28 Afya AFYA ... 13 16.11 –0.12 ... 12.38 6.63 AuraBiosciences AURA ... dd 8.97 –0.34 ...
47.19 22.74 WorthingtonSteel WS 1.5 17 43.77 –1.07 .16 41.31 15.84 AnaptysBio ANAB ... dd 24.81 –0.15 ...
9.59 5.72 VTEX VTEX ... cc 6.45 +0.23 ... 9.74 4.71 AuriniaPharm AUPH ... dd 8.93 +0.07 ...
103.17 67.67 WyndhamHtls WH 1.5 32 101.89 +3.71 .38 139.99 73.52 Agilysys AGYS ... 38 133.66 –0.64 ... 10.45 3.25 AnavexLifeSci AVXL ... dd 8.14 –1.32 ...
69.75 37.04 V2X VVX ... cc 61.17 +0.92 ... 8.05 2.10 AuroraInnov AUR ... dd 7.85 +1.38 ...
62.58 20.96 AgiosPharm AGIO ... 5 61.64 +2.25 ... 61.46 41.77 Andersons ANDE 1.7 13 45.55 –2.19 .19
7.51 4.03 VaalcoEnergy EGY 5.2 6 4.81 –0.31.0625 XYZ 6.49 1.65 Agora API ... dd 6.16 +1.00 ... 11.96 0.61 AustralianOilseeds COOT ... ... .99 +0.04 ...
236.92 165.00 VailResorts MTN 4.7 32 190.70 +11.46 2.22 11.16 9.94 AndrettiAcqnIIA POLE ... ... 9.97 ... ...
10.45 10.05 Agric&NatSolnsA ANSC ... 55 10.44 +0.02 ... 2.27 0.64 Anghami ANGH ... ... .68 –0.07 ... 326.62 195.32 Autodesk ADSK ... 61 307.71 +15.81 ...
84.20 41.66 Valaris VAL ... 3 41.98 –4.21 ... 8.59 3.48 XFinancial XYF ... 2 7.29 –0.29 ...
10.69 10.15 AimeiHlthTech AFJK ... 42 10.60 –0.01 ... 3.10 1.65 Angi ANGI ... 32 1.98 +0.12 ... 7.45 2.69 AutolusTherap AUTL ... dd 2.94 –0.38 ...
16.08 9.33 Vale VALE 9.8 4 9.36 –0.50.3698 156.85 79.96 XPO XPO ... 49 151.63 –0.78 ...
22.27 11.62 AirTransportSvcs ATSG ... dd 21.98 +0.02 ... 8.25 5.26 AngioDynamics ANGO ... dd 7.00 +0.07 ... 309.63 227.12 ADP ADP 2.0 33 304.56 –2.37 1.54
3.39 1.67 ValensSemicon VLN ... dd 2.10 +0.13 ... 16.31 12.34 XeniaHotels XHR 3.0 69 16.08 +0.70 .12
170.10 110.38 Airbnb ABNB ... 48 136.92 +0.81 ... 29.12 16.00 AnikaTherap ANIK ... dd 17.45 –0.27 ... 4.05 0.75 AutoziInternet AZI ... dd 1.02 –0.22 ...
184.79 120.21 ValeroEnergy VLO 3.3 12 131.52 –7.56 1.07 7.05 1.92 XinyuanRealEst XIN ... 0 2.85 –0.44 ...
9.20 2.92 AirSculptTech AIRS ... dd 6.48 –0.35 ... 8.40 2.27 Annexon ANNX ... dd 5.10 –0.29 ... 19.09 9.41 AvadelPharm AVDL ... dd 10.00 –1.06 ...
41.75 12.12 Valhi VHI 1.3 8 24.51 –1.09 .08 16.29 6.55 XPeng XPEV ... dd 12.50 +0.45 ...
14.32 1.34 AirshipAI AISP ... dd 3.41 +0.29 ... 73.80 24.34 ApellisPharm APLS ... dd 33.49 –0.44 ... 6.19 2.00 AveannaHealth AVAH ... dd 5.36 –0.45 ...
354.13 202.01 ValmontInds VMI .7 22 338.45 –9.41 .60 12.29 6.89 Xperi XPER ... dd 9.65 +0.18 ...
129.17 84.70 AkamaiTech AKAM ... 29 98.06 +4.04 ... 87.93 48.03 ApogeeEnt APOG 1.2 18 82.97 –1.24 .25 19.00 7.08 AvePoint AVPT ... dd 18.89 +1.24 ...
48.27 33.86 Valvoline VVV ... 23 37.69 –2.02 ... 18.95 7.40 XponentialFit XPOF ... dd 15.86 +0.62 ...
37.00 15.32 AkeroTherap AKRO ... dd 31.11 –0.99 ... 72.29 19.91 ApogeeTherap APGE ... dd 49.97 +4.82 ... 38.85 12.96 AviatNetworks AVNW ... dd 17.38 +1.55 ...
258.93 169.98 VeevaSystems VEEV ... 67 250.45 +22.60 ... 146.08 105.40 Xylem XYL 1.1 37 126.37 –0.38 .36
6.31 1.88 Akoya AKYA ... dd 2.12 –0.08 ... 105.00 7.55 ApollomicsA APLM ... dd 8.23 –0.67 ... 56.00 6.79 AvidityBio RNA ... dd 38.27 –4.76 ...
20.79 13.78 VelocityFinl VEL ... 11 20.63 +0.17 ... 54.16 33.41 Yeti YETI ... 18 42.44 +2.07 ...
77.29 51.87 Alarm.com ALRM ... 30 68.41 +3.27 ... 274.56 164.29 AppFolio APPF ... 73 263.00 +9.25 ... 13.56 7.38 AvidXchange AVDX ... dd 11.56 +0.12 ...
67.61 41.45 Ventas VTR 2.9 dd 61.65 –2.42 .45 42.30 14.53 YPF YPF ... dd 38.87 –1.43 ...
6.31 3.71 Yalla YALA ... 6 4.31 –0.07 ... 8.90 2.00 Alector ALEC ... dd 2.16 –0.43 ... 43.33 26.28 Appian APPN ... dd 40.65 +2.80 ... 204.77 65.73 AvisBudget CAR .0 9 102.46 –6.6110.00
115.00 73.91 Veralto VLTO .3 33 106.53 –1.66 .09 59.24 43.62 Avnet AVT 2.4 14 54.21 –0.50 .33
5.18 1.99 YatsenHolding YSG ... dd 4.98 –0.04 ... 12.14 6.67 AlgomaSteel ASTL 2.0 dd 10.15 –0.62 .05 244.63 164.08 Apple AAPL .4 40 242.84 +5.51 .25
9.28 4.90 Veren VRN 5.9 4 4.99 –0.31.0817 2.97 1.35 Aware AWRE ... dd 1.55 –0.05 ...
48.99 32.56 Yelp YELP ... 23 38.80 +0.58 ... 31.00 24.14 Alico ALCO .7 30 27.80 +1.00 .05 11.25 2.36 AppliedDigital APLD ... dd 10.67 +0.57 ...
18.85 13.84 VerisResidential VRE 1.8 dd 17.56 –0.69 .08 158.61 69.35 AxcelisTechs ACLS ... 11 74.19 –0.05 ...
8.60 4.29 Yext YEXT ... dd 8.51 +0.25 ... 335.40 196.09 AlignTech ALGN ... 40 232.35 –0.42 ... 255.89 145.99 ApplMaterials AMAT .9 20 173.02 –1.69 .40
45.36 36.46 Verizon VZ 6.4 18 42.37 –1.97.6775 698.67 234.83 AxonEnterprise AXON ... cc 687.69 +40.73 ...
9.20 2.66 YirenDigital YRD 3.7 2 4.84 –0.19 .20 14.25 4.46 AlignmentHlthcr ALHC ... dd 11.39 –1.22 ... 44.50 6.70 AppliedOptoelec AAOI ... dd 38.88 –2.34 ...
12.95 8.71 VermilionEnergy VET 3.6 dd 9.55 –0.69.0852 105.00 64.11 AxsomeTherap AXSM ... dd 100.10 +1.88 ...
7.16 2.86 Youdao DAO ... cc 7.00 +0.28 ... 42.29 21.92 AlkamiTech ALKT ... dd 40.40 +0.93 ... 10.62 1.18 AppliedTherap APLT ... dd 1.28 –0.75 ...
12.79 3.55 VerticalAerospace EVTL ... dd 8.42 –1.68 ... 69.16 38.82 Azenta AZTA ... dd 45.59 –0.62 ...
143.20 124.17 Yum!Brands YUM 1.9 26 137.63 –1.31 .67 32.88 22.90 Alkermes ALKS ... 16 31.46 +2.44 ... 417.64 35.79 AppLovin APP ... cc 401.50 +64.75 ...
145.67 44.31 Vertiv VRT .1 89 133.85 +6.25.0375
52.00 28.50 YumChina YUMC 1.3 21 48.53 +1.98 .16 3.41 0.54 Allakos ALLK ... dd 1.10 +0.07 ... 12.89 11.11 APxAcqnI A APXI ... cc 11.50 –0.39 ... B
22.37 8.92 Vestis VSTS .9 cc 16.33 +0.25 .035
32.24 13.00 Zeekr ZK ... dd 25.99 +2.56 ... 29.00 7.25 Allbirds BIRD ... dd 7.85 –0.14 ... 2.80 0.97 ApyxMedical APYX ... dd 1.60 –0.01 ...
47.49 29.46 Viad VVI ... 87 44.24 –0.48 ... 14.04 9.19 BCB Bancorp BCBP 5.0 11 12.92 –0.35 .16
30.15 6.97 ZimIntShipping ZIM 18.9 2 20.96 –1.08 .84 86.94 36.09 AllegiantTravel ALGT 3.0 dd 79.84 –2.00 .60 6.23 1.84 AquestiveTherap AQST ... dd 4.17 –0.92 ...
21.43 4.27 VicariousSurgical RBOT ... dd 16.09 +2.10 ... 11.79 6.09 BGC BGC .9 39 9.30 –0.44 .02
21.91 2.62 ZKH ZKH ... dd 3.64 +0.30 ... 33.26 18.59 AllegroMicro ALGM ... dd 21.21 –0.52 ... 4.72 1.98 ArbutusBiopharma ABUS ... dd 3.68 +0.22 ...
48.70 15.12 Victoria'sSecret VSCO ... 28 48.02 +9.18 ... 38.87 27.61 BJsRestaurants BJRI ... 29 36.68 –1.76 ...
27.50 15.90 ZTO Express ZTO ... 13 18.49 –0.51 ... 29.44 18.32 AllianceResource ARLP10.6 8 26.47 –1.76 .70 153.60 94.77 ArcBest ARCB .4 13 107.26 –8.02 .12
47.62 25.71 Viking VIK ... ... 46.52 +0.07 ... 121.58 77.86 BOK Fin BOKF 1.9 16 118.38 –0.49 .57
8.40 2.06 ZeppHealth ZEPP ... dd 2.73 –0.41 ... 64.19 46.80 AlliantEnergy LNT 3.1 24 61.06 –2.14 .48 107.37 46.42 Arcellx ACLX ... dd 84.55 –3.52 ...
4.73 1.15 VinceHolding VNCE ... 18 1.71 +0.01 ... 75.59 46.85 BRP DOOO 1.2 21 51.42 +2.69.1553
38.20 7.65 ZetaGlobal ZETA ... dd 26.18 +4.88 ... 36.33 16.91 Allient ALNT .5 30 26.30 +0.33 .03 116.47 72.85 ArchCapital ACGL .0 7 97.83 –2.895.00 40.09 4.07 B RileyFin RILY 38.5 dd 5.19 –0.67 .50
20.19 11.50 Vipshop VIPS 3.1 6 13.09 –0.72 .41
2.99 0.62 ZeviaPBC ZVIA ... dd 2.85 +0.74 ... 5.78 1.99 AllogeneTherap ALLO ... dd 2.19 –0.29 ... 45.00 14.93 ArcturusTherap ARCT ... dd 19.09 +0.75 ... 12.65 4.91 Backblaze BLZE ... dd 6.88 +0.39 ...
54.60 5.27 VirginGalactic SPCE ... dd 6.48 –0.82 ...
6.06 2.55 Zhihu ZH ... dd 3.87 +0.28 ... 5.00 1.27 Allot ALLT ... dd 4.76 +0.39 ... 13.50 1.89 ArcutisBiotherap ARQT ... dd 12.40 –0.64 ... 120.25 78.95 Baidu BIDU ... 11 86.43 +1.38 ...
9.44 3.55 VirnetX VHC ... dd 4.96 –0.45 ...
263.39 190.42 VirtusInvtPtrs VRTS 3.7 15 245.55 –1.42 2.25 133.90 101.47 ZimmerBiomet ZBH .9 21 108.03 –4.07 .24 304.39 141.98 AlnylamPharm ALNY ... dd 256.26 +3.19 ... 10.13 4.34 Ardelyx ARDX ... dd 5.72 +0.05 ... 40.00 2.48 Baijiayun RTC ... dd 8.46 –0.99 ...
317.42 252.70 Visa V .8 32 311.01 –4.07 .59 15.35 7.21 ZipRecruiter ZIP ... cc 8.15 –0.71 ... 53.29 19.38 Alpha&Omega AOSL ... dd 48.43 +6.96 ... 22.30 19.32 AresCapital ARCC 8.6 9 22.21 +0.06 .48 45.17 28.32 BakerHughes BKR 2.0 18 41.31 –2.64 .21
24.72 14.95 Vishay VSH 2.2 29 18.18 –0.92 .10 201.92 144.80 Zoetis ZTS 1.0 33 176.46 +1.21 .432 13.34 10.45 AlphaStarAcqn ALSA ... 52 11.97 +0.08 ... 630.00 327.73 argenx ARGX ... dd 623.11 +6.56 ... 186.03 131.74 Balchem BCPC .4 48 177.53 –2.99 .79
35.98 20.83 VishayPrecision VPG ... 24 23.45 +0.48 ... 10.85 7.70 Zuora ZUO ... dd 9.98 +0.05 ... 8.36 1.16 AlphaTeknova TKNO ... dd 7.99 +0.52 ... 4.45 0.60 ArgoBlockchain ARBK ... dd .69 –0.43 ... 55.82 19.07 BaldwinInsurance BWIN ... dd 47.32 –1.64 ...
57.28 28.43 VistaEnergy VIST ... 11 55.37 +2.14 ... 40.84 27.55 ZurnElkayWater ZWS .9 51 40.41 +0.59 .09 19.81 8.30 Arhaus ARHS .0 19 10.52 +0.59 .50 4.01 1.23 BallardPower BLDP ... dd 1.61 +0.12 ...
168.67 36.45 Vistra VST .6 30 159.98 +0.14.2215 NYSE ARCA Nasdaq Issues includes stocks traded on the Nasdaq 188.75 62.24 Arm ARM ... cc 140.89 +6.60 ... 132.29 81.21 BancFirst BANF 1.4 21 128.91 +2.63 .46
58.30 25.85 VitalEnergy VTLE ... 2 29.33 –3.50 ... Global Select and Nasdaq Global Market tiers. They are 8.74 3.27 Armlogi BTOC ... cc 5.49 –0.35 ... 25.02 11.01 Bandwidth BAND ... dd 19.98 –1.05 ...
28.41 19.63 VitesseEnergy VTS 7.7 19 26.84 –1.24 .525 14.50 13.44 FT WCM DevWld WCME ... ... 13.56 –0.02 ... eligible for inclusion on the basis of SEC-approved 8.26 2.40 Arq ARQ ... dd 7.29 –0.42 ... 52.36 37.43 BankOZK OZK 3.5 8 47.49 –2.48 .41
market value of publicly-held shares, trading volume,
45.62 31.22 Vontier VNT .3 15 38.64 –0.62 .025 33.16 23.76 KraneCnAlpha KCAI ... ... 27.20 +0.12 ... price and number of market-makers. 20.15 5.56 ArrayTech ARRY ... dd 5.62 –1.09 ... 49.42 23.90 Bank7 BSVN 2.1 12 46.75 –0.91 .24
D ATA NASDAQ ISSUES B A R R ON S .C OM / D ATA

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
13.97 9.00 BankFinancial BFIN 2.9 22 13.83 +0.45 .10 208.38 96.00 CRA Intl CRAI 1.1 30 185.36 –9.67 .49 0.13 0.04 ClimateRockRt CLRCR ... ... .04 ... ... 69.82 29.31 Dave&Buster's PLAY ... 13 36.85 –2.47 ... 12.35 6.22 EverCommerce EVCM ... dd 11.91 –0.24 ...
35.25 22.47 BankwellFinl BWFG 2.4 17 33.00 –0.15 .20 91.10 43.42 CrisprTherap CRSP ... dd 52.33 +1.16 ... 11.55 2.35 ClimbBio CLYM ... dd 3.02 –0.21 ... 103.72 6.75 Dave DAVE ... 30 91.97 –6.71 ... 14.21 10.20 Evergreen EVGRU ... ... 11.80 –0.50 ...
78.05 42.00 Banner BANR 2.6 16 75.26 +0.67 .48 57.16 39.56 CSG Systems CSGS 2.2 24 54.26 –0.55 .30 142.50 48.16 ClimbGlbl CLMB .5 37 135.49 +0.88 .17 2.22 1.27 DawsonGeophys DWSN ... dd 1.40 –0.10 ... 11.81 11.10 EvergreenA EVGR ... 40 11.81 ... ...
4.38 1.90 Baozun BZUN ... dd 2.40 –0.15 ... 29.93 8.22 CSP CSPI .7 63 17.40 +1.15 .03 4.71 0.61 CloverHealth CLOV ... dd 3.36 –0.12 ... 18.07 11.51 DayOneBiopharm DAWN ... dd 13.75 –0.18 ... 65.47 48.04 Evergy EVRG 4.2 17 62.96 –1.67.6675
4.16 0.81 BarinthusBio BRNS ... dd 1.02 +0.03 ... 436.50 180.51 CSW Industrials CSWI .2 56 415.77 –6.62 .24 79.59 35.67 CoastalFinl CCB ... 26 76.33 –0.22 ... 118.40 3.47 DefDlyTarget2xSh SMST ... ... 5.65 –0.46 ... 28.09 9.88 EverQuote EVER ... 53 18.53 –0.66 ...
44.39 27.06 BarrettBus BBSI .7 23 43.55 +0.64 .08 40.12 31.74 CSX CSX 1.4 19 34.45 –2.10 .12 1376.84 795.60 CocaColaCon COKE .2 25 1290.72 –13.57 .50 10.62 3.19 DefinitiveHlthcr DH ... dd 4.66 –0.07 ... 9.43 4.89 EverspinTech MRAM ... 86 6.10 –0.04 ...
17.89 12.11 BassettFurniture BSET 5.4 dd 14.70 –0.53 .20 24.58 15.71 CVB Fin CVBF 3.4 16 23.25 –0.17 .20 82.32 62.93 Coca-ColaEuro CCEP 2.7 20 77.68 +0.10 1.34 14.10 4.05 DenaliCapAcqnA DECA ... 81 11.80 –0.15 ... 9.07 1.65 EVgo EVGO ... dd 6.37 –0.14 ...
30.13 18.54 BayCom BCML 1.6 14 28.96 –0.03 .15 26.35 1.76 CabalettaBio CABA ... dd 3.30 –0.53 ... 5.00 1.85 Codexis CDXS ... dd 4.73 +0.15 ... 33.33 14.56 DenaliTherap DNLI ... dd 24.89 –0.11 ... 17.82 9.38 Evolus EOLS ... dd 12.66 –1.03 ...
10.69 10.01 BayviewAcqnA BAYA ... 44 10.67 +0.05 ... 328.99 241.29 CadenceDesign CDNS ... 81 307.51 +0.70 ... 12.61 3.67 CogentBio COGT ... dd 8.89 –0.62 ... 37.60 17.21 DentsplySirona XRAY 3.4 dd 19.08 –0.57 .16 12.00 2.85 Evotec EVO ... dd 4.61 –0.08 ...
0.25 0.10 BayviewAcqnRt BAYAR ... ... .12 –0.05 ... 50.51 31.74 CaesarsEnt CZR ... dd 37.60 –0.89 ... 86.76 50.80 CogentComm CCOI 5.0 cc 78.15 –4.04 .995 122.22 79.21 DescartesSystems DSGX ... 77 121.37 +4.50 ... 4.95 1.30 Exagen XGN ... dd 4.55 +0.58 ...
116.30 77.54 BeaconRoofing BECN ... 19 111.57 –1.45 ... 6.81 3.50 Caesarstone CSTE ... dd 4.99 +0.60 ... 53.13 34.79 Cognex CGNX .8 73 37.76 –2.22 .08 7.77 2.25 DesignTherap DSGN ... dd 6.41 +0.41 ... 36.97 19.20 Exelixis EXEL ... 23 35.82 –0.64 ...
49.50 20.84 BeamTherap BEAM ... dd 26.71 –0.66 ... 100.87 48.22 Cal-MaineFoods CALM 4.1 11 99.22 +1.61 .77 2.95 0.34 CognitionTherap CGTX ... dd .42 +0.02 ... 4.76 2.19 DestinationXL DXLG ... 17 2.61 +0.20 ... 41.43 33.35 Exelon EXC 4.0 16 37.85 –1.71 .38
248.16 126.97 BeiGene BGNE ... dd 205.62 –9.38 ... 31.26 20.30 CalavoGrowers CVGW 3.1 dd 25.92 –1.79 .10 82.41 63.79 CognizantTech CTSH 1.5 18 81.15 +0.66 .30 2.74 2.14 Deswell DSWL 7.7 4 2.60 –0.12 .10 47.37 28.16 ExlService EXLS ... 41 46.61 +0.25 ...
106.93 51.00 BelFuse A BELFA .2 26 98.85 +2.19 .06 25.29 9.97 Calumet CLMT ... dd 21.87 –0.67 ... 9.12 5.12 CognyteSoftware CGNT ... dd 8.77 +0.65 ... 142.00 62.34 DexCom DXCM ... 47 77.72 –0.27 ... 17.11 8.91 eXpWorld EXPI 1.5 dd 13.28 –0.57 .05
86.71 45.75 BelFuse B BELFB .3 19 83.97 +3.79 .07 6.50 0.99 CambiumNtwks CMBM ... dd .99 –0.27 ... 3.70 0.66 CoherusBioSci CHRS ... dd 1.70 +0.48 ... 173.98 135.44 DiamondHillInvt DHIL 3.7 9 163.35 –2.00 1.50 101.27 69.12 ExpandEnergy EXE 2.4 60 96.57 –2.39 .575
57.19 43.82 BentleySystems BSY .5 45 49.74 +0.24 .06 50.07 28.62 CamdenNational CAC 3.6 15 46.55 –0.56 .42 36.60 22.80 Cohu COHU ... dd 26.54 +0.14 ... 214.50 146.82 DiamondbkEner FANG 2.2 10 166.83 –10.76 .90 192.28 107.25 Expedia EXPE ... 25 190.72 +6.10 ...
8.88 3.87 Berry(bry) BRY 3.1 4 3.90 –0.18 .03 52.81 40.26 Campbell's CPB 3.5 23 42.73 –3.47 .39 349.75 114.51 CoinbaseGlbl COIN ... 59 343.62 +47.42 ... 34.44 20.17 DigiIntl DGII ... 54 32.49 –0.73 ... 3.70 1.24 Expensify EXFY ... dd 3.68 +0.42 ...
45.50 11.90 BetterHome&Fin BETR ... dd 12.72 –3.05 ... 140.50 60.90 Camtek CAMT .0 33 72.72 –1.78 1.33 42.29 26.83 CollegiumPharm COLL ... 13 29.97 –0.53 ... 43.43 21.00 Digimarc DMRC ... dd 34.89 +1.00 ... 115.75 68.70 Exponent EXPO 1.2 46 95.60 –3.11 .28
12.12 4.46 BeyondMeat BYND ... dd 4.55 –0.43 ... 3.50 0.72 Canaan CAN ... dd 3.04 +0.92 ... 156.96 101.01 ColliersIntl CIGI .2 48 151.79 –1.84 .15 37.60 17.29 DimeCommBcshs DCOM 2.8 24 35.89 +0.01 .25 18.77 10.50 ExtremeNetworks EXTR ... dd 17.49 +0.89 ...
28.09 17.41 BicaraTherap BCAX ... ... 21.10 +0.31 ... 26.85 10.91 CanadianSolar CSIQ ... 22 12.01 –0.40 ... 6.99 3.31 Collplant CLGN ... dd 4.00 –0.48 ... 86.74 52.71 Diodes DIOD ... 46 60.78 –4.22 ... 30.99 7.40 EyePointPharm EYPT ... dd 8.71 –0.14 ...
28.67 14.52 BicycleTherap BCYC ... dd 19.95 –0.45 ... 14.30 0.81 CandelTherap CADL ... dd 5.14 +0.44 ... 32.85 17.08 ColumbiaBanking COLB 4.8 13 30.19 –0.82 .36 26.16 22.22 DirexMUBear1X MUD ... ... 24.75 –0.85 ... 12.85 8.20 Ezcorp EZPW ... 11 12.26 –0.54 ...
6.90 1.45 Big5SportingGds BGFV12.0 dd 1.66 –0.11 .05 14.92 2.76 CanopyGrowth CGC ... dd 3.60 –0.27 ... 20.46 13.79 ColumbiaFinl CLBK ... cc 17.62 –0.61 ... 77.60 25.60 DiscMedicine IRON ... dd 64.82 +1.37 ... F
13.47 0.75 BigTreeCloud DSY ... dd 2.91 +0.02 ... 9.67 5.75 Cantaloupe CTLP ... 52 9.05 –0.03 ... 89.57 73.04 ColumbiaSportswr COLM 1.4 24 88.35 +1.11 .30 12.35 10.59 DistokenAcqn DIST ... cc 11.20 –0.17 ...
30.25 14.27 CanterburyPark CPHC 1.3 22 20.98 +0.03 .07 28.04 13.52 FARO Tech FARO ... dd 26.71 +0.46 ...
10.19 5.13 BigCommerce BIGC ... dd 7.75 +0.38 ... 45.84 29.26 ColumbusMcKinn CMCO .7 77 39.71 +0.42 .07 0.18 0.08 DistokenAcqnRt DISTR ... ... .10 –0.01 ...
10.35 9.99 CantorEqPtrs CEP ... cc 10.27 +0.06 ... 259.75 159.01 F5 FFIV ... 27 257.14 +6.79 ...
31.77 8.80 Bilibili BILI ... dd 19.08 –0.09 ... 47.11 36.43 Comcast A CMCSA 2.9 12 43.15 –0.04 .31 41.47 26.12 DistributionSoln DSGR ... cc 39.51 +0.39 ...
30.34 15.00 CapitalBancorp CBNK 1.2 13 29.61 +0.65 .10 33.00 26.99 FRP Holdings FRPH ... 79 31.80 –0.08 ...
16.61 1.85 BinahCapital BCG ... dd 3.07 +0.49 ... 72.75 47.09 CommerceBcshrs CBSH 1.6 19 68.75 –1.49 .27 4.24 2.19 DiversifiedHlthcr DHC 1.6 dd 2.57 –0.03 .01
40.86 25.45 CapitalCityBank CCBG 2.3 13 39.25 –0.11 .23 177.18 42.80 FTAI Aviation FTAI ... dd 157.11 –11.71 ...
21.95 6.50 BingEx FLX ... cc 10.65 +3.90 ... 7.34 2.11 CommVehicle CVGI ... 2 2.36 –0.05 ... 18.76 6.57 dLocal DLO ... 26 11.87 +0.43 ...
20.26 13.10 CapCleanEn CCEC 3.3 14 18.18 –0.12 .15 10.46 3.42 FTAI Infra FIP 1.5 dd 8.26 –0.39 .03
85.57 61.16 Bio-Techne TECH .4 79 74.51 –0.85 .08 7.19 0.86 CommScope COMM ... dd 5.31 +0.54 ... 56.41 33.81 Docebo DCBO ... 85 49.21 –0.66 ...
27.23 22.01 CapitalSouthwest CSWC10.0 14 22.92 –0.64 .05 12.93 7.02 Falcon'sBeyondGlbl FBYD ... 4 9.88 +0.70 ...
26.62 16.30 BioAgeLabs BIOA ... dd 20.09 +1.29 ... 61.67 38.44 CmntyTrBcp CTBI 3.2 13 58.40 –0.58 .47 107.86 44.34 DocuSign DOCU ... 23 106.99 +27.30 ...
7.20 4.76 CapitolFedFin CFFN 5.1 23 6.69 +0.01 .085 4.04 1.67 FarmerBros FARM ... dd 2.08 –0.05 ...
4.02 1.14 BioAtla BCAB ... dd 1.64 –0.04 ... 178.72 73.33 CommvaultSys CVLT ... 45 175.75 +4.16 ... 151.22 60.49 DollarTree DLTR ... dd 71.87 +0.60 ...
7.92 0.67 Captivision CAPT ... ... .85 –0.18 ... 84.88 61.33 Fastenal FAST 1.9 40 81.05 –2.51 .39
14.05 5.71 BioceresCrop BIOX ... cc 6.49 –0.63 ... 3.37 0.20 CompleteSolaria CSLR ... dd 1.75 –0.26 ... 12.23 6.11 Domo DOMO ... dd 7.98 –1.38 ...
35.99 2.10 CarbonRevolution CREV ... ... 2.85 +0.09 ... 8.83 1.96 FateTherap FATE ... dd 2.65 –0.52 ...
8.88 4.03 BioCryst BCRX ... dd 7.61 +0.11 ... 16.68 4.61 CompoSecure CMPO .0 dd 16.16 +0.21 .30 17.00 12.26 DonegalGroup A DGICA 4.2 22 16.49 –0.15.1725
20.52 2.89 Cardlytics CDLX ... dd 3.95 –0.12 ... 48.29 35.30 Ferrovial FER .0 39 43.47 +2.10.4936
2.21 1.11 Biodesix BDSX ... dd 1.35 –0.09 ... 20.97 4.89 comScore SCOR ... dd 7.42 –0.96 ... 16.81 10.75 DonegalGroup B DGICB 4.2 22 14.60 +0.09 .155
4.45 0.68 Carecloud CCLD ... dd 3.92 +0.76 ... 55.00 1.08 FibroBiologics FBLG ... dd 2.49 –0.13 ...
268.30 153.62 Biogen BIIB ... 14 157.78 –2.85 ... 11.60 1.53 ComtechTel CMTL ... dd 3.55 +0.16 ... 181.30 93.33 DoorDash DASH ... dd 178.48 –2.00 ...
34.84 7.42 CareDx CDNA ... dd 25.04 +0.50 ... 2.93 0.18 FibroGen FGEN ... dd .34 –0.08 ...
7.70 ... BioHarvestSci BHST ... dd 6.05 –0.10 ... 106.10 36.28 Concentrix CNXC 2.9 14 43.28 –1.67.3328 35.74 28.41 DorchesterMnls DMLP10.5 12 33.22 –1.09.9958
39.10 21.18 CarGurus CARG ... dd 38.36 +0.54 ... 61.21 41.10 FidelityD&D FDBC 3.0 20 53.66 –0.04 .40
99.56 61.15 BioMarinPharm BMRN ... 40 66.74 +0.71 ... 4.38 2.96 Conduent CNDT ... 2 4.03 +0.30 ... 146.60 74.24 DormanProducts DORM ... 23 138.47 –1.51 ...
8.33 1.50 CaribouBio CRBU ... dd 2.13 –0.06 ... 49.07 30.47 FifthThirdBncp FITB 3.1 16 47.21 –0.85 .37
20.21 3.61 BiomeaFusion BMEA ... dd 6.10 –1.14 ... 7.83 0.08 ConduitPharm CDT ... dd .09 –0.01 ... 18.21 7.16 DoubleDown DDI ... 6 12.98 –1.02 ...
3.16 0.79 CarismaTherap CARM ... dd .80 –0.06 ... 29.14 16.29 FinInstitutions FISI 4.5 8 26.73 –0.43 .30
1.60 0.18 Bionomics BNOX ... dd .30 ... ... 35.07 17.79 Confluent CFLT ... dd 33.66 +2.82 ... 20.17 6.29 DouYuIntl DOYU .0 dd 12.09 +0.65 9.71
55.11 35.81 Carlyle CG 2.6 cc 52.85 –0.38 .35 18.91 8.72 FinWiseBancorp FINW ... 17 17.89 –0.69 ...
131.49 76.53 BioNTech BNTX ... dd 121.72 +3.33 ... 2.66 0.68 ConnectBiopharma CNTB ... ... 1.08 +0.02 ... 49.57 28.69 DraftKings DKNG ... dd 44.26 +0.61 ...
18.74 14.76 CarlyleSecured CGBD 9.2 10 17.45 +0.12 .05 20.79 14.01 FirstAdvantage FA ... cc 19.82 +0.59 ...
19.90 1.30 BioraTherap BIOR ... dd 1.37 –0.58 ... 12.47 0.67 ConnectMTech CNTM ... dd .84 –0.08 ... 17.35 10.59 DrivenBrands DRVN ... cc 16.63 –0.22 ...
3.65 0.68 CarParts.com PRTS ... dd .97 ... ... 50.34 29.53 FirstBancorpNC FBNC 1.8 19 47.93 +0.63 .22
8.44 3.65 Biote BTMD ... 32 6.43 –0.18 ... 29.31 17.07 ConnectOneBncp CNOB 2.7 16 27.06 –0.44 .18 33.43 20.68 Dropbox DBX ... 17 29.06 +1.40 ...
20.40 10.95 CarterBkshrs CARE ... 30 19.00 +0.32 ... 31.05 21.77 FirstBancorp FNLC 5.1 12 28.32 –0.25 .36
14.38 3.90 Bioventus BVS ... dd 11.68 –0.61 ... 28.10 11.62 ConsensusCloud CCSI ... 5 25.04 +0.09 ... 5.82 3.09 DuluthHoldings DLTH ... dd 3.41 –0.43 ...
11.67 10.92 CartesianGrwIIA RENE ... 27 11.64 ... ... 15.87 11.20 FirstBank FRBA 1.6 9 14.86 +0.07 .06
3.91 1.52 Bitfarms BITF ... dd 2.29 +0.14 ... 4.72 4.18 ConsldComm CNSL ... dd 4.69 +0.02 ... 378.48 145.05 Duolingo DUOL ... cc 368.50 +20.23 ...
41.87 11.67 CartesianTherap RNAC ... dd 25.14 +6.31 ... 28.97 21.68 FirstBusey BUSE 3.6 14 26.93 +0.24 .24
7.66 2.31 BlackDiamond BDTX ... dd 2.41 –0.24 ... 37.28 23.55 ConsldWater CWCO 1.7 11 25.73 –1.20 .11 15.01 9.74 DynavaxTechs DVAX ... 99 12.85 –0.01 ...
114.88 80.04 CasellaWaste CWST ... cc 111.21 –2.00 ... 52.22 32.56 FirstBusFinSvcs FBIZ 2.0 11 49.64 –0.48 .25
12.21 10.08 BlackHawkAcqn BKHAU ... ... 10.50 +0.01 ... 288.75 109.44 ConstellationEner CEG .6 28 253.63 –2.93.3525 47.45 10.33 DyneTherap DYN ... dd 29.50 –1.11 ...
435.60 266.56 CaseysGenStores CASY .5 31 422.27 +1.38 .50 2388.78 1363.97 FirstCitizBcshA FCNCA .4 13 2196.60 –98.40 1.95
10.46 10.09 BlackHawkAcqn BKHA ... 81 10.36 ... ... 103.69 39.79 ConstructionPtrs ROAD ... 78 101.86 +0.25 ... E
50.25 37.99 CassInfoSys CASS 2.8 26 43.99 –0.88 .31 49.02 31.00 FirstCommBkshs FCBC 2.7 17 45.80 –0.37 .31
10.05 9.85 BlackSpadeII BSII ... ... 9.88 +0.01 ... 12.04 7.03 ConsumerPtf CPSS ... 12 10.57 +0.21 ...
35.84 16.97 CastleBiosci CSTL ... cc 31.19 +0.91 ... 3.44 0.96 ECARX ECX ... dd 1.91 –0.09 ... 31.18 20.59 FirstFinBncpOH FFBC 3.3 13 29.06 –0.47 .24
88.95 66.47 Blackbaud BLKB ... 79 79.93 –4.01 ... 8.24 4.01 ContextLogic LOGC ... dd 8.04 +0.89 ...
55.29 33.88 CathayGenBncp CATY 2.6 13 51.44 –0.57 .34 8.50 2.14 EDAP TMS EDAP ... dd 2.19 –0.26 ... 44.66 27.06 FirstFinBkshs FFIN 1.8 28 40.91 –0.77 .18
69.31 43.37 BlackLine BL ... 37 64.23 +2.22 ... 22.00 12.33 ContineumTherap CTNM ... dd 14.69 –0.22 ...
544.08 301.56 CavcoIndustries CVCO ... 28 500.64 –13.86 ... 10.72 10.19 ESH Acqn A ESHA ... 37 10.68 ... ... 51.87 34.58 FirstFinIN THFF 3.6 13 49.40 +0.56 .45
12.43 7.71 BlkRkTCPCap TCPC14.5 dd 9.39 –0.02 .10 112.38 82.69 Cooper COO ... 55 98.70 –5.76 ...
10.14 9.95 CaysonAcqn CAPN ... ... 9.99 +0.01 ... 0.29 0.06 ESH Acqn Rt ESHAR ... ... .09 +0.02 ... 23.50 12.21 FirstFinNW FFNW 2.3 cc 22.31 –0.29 .13
30.13 12.26 Bloomin'Brands BLMN 7.4 dd 12.89 –1.05 .24 64.38 46.21 Copart CPRT ... 44 62.08 –1.31 ...
0.14 0.11 CaysonAcqnRt CAPNR ... ... .12 ... ... 21.50 15.29 ESSA Bancorp ESSA 2.9 11 20.39 –0.28 .15 15.25 8.39 FirstGuarBcshs FGBI 2.3 17 14.13 –0.18 .08
59.40 21.10 BlueBird BLBD ... 13 40.06 –0.59 ... 18.63 2.61 CoreScientific CORZ ... dd 16.99 –0.89 ...
33.52 18.50 CecoEnvl CECO ... 99 32.74 +0.69 ... 17.65 12.32 EagleBncpMT EBMT 3.3 16 17.31 –0.09.1425 28.80 19.48 FirstHawaiian FHB 3.8 16 27.30 –0.31 .26
11.48 7.90 BlueFoundryBncp BLFY ... dd 10.86 –0.23 ... 13.85 2.89 CorMedix CRMD ... dd 9.50 –0.36 ...
21.72 7.91 CellebriteDI CLBT ... dd 21.35 +1.17 ... 113.95 67.03 EastWestBncp EWBC 2.1 13 105.33 –4.35 .55 43.26 22.20 FirstInternetBncp INBK .6 16 41.61 –0.32 .06
5.53 0.29 bluebirdbio BLUE ... dd .46 +0.05 ... 15.07 5.60 CorsairGaming CRSR ... dd 7.48 +0.13 ...
3.77 1.70 Cellectis CLLS ... dd 2.00 –0.10 ... 19.40 12.22 EasternBankshares EBC 2.6 8 18.17 –0.47 .12 36.77 24.16 FirstInterBanc FIBK 5.5 15 34.46 –0.51 .47
121.90 71.97 BlueprintMed BPMC ... dd 95.97 –0.41 ... 381.73 218.29 Corvel CRVL ... 75 352.58 –12.82 ...
18.77 6.15 CentessaPharm CNTA ... dd 18.67 +0.76 ... 35.78 18.61 Eastern EML 1.5 11 29.92 +1.20 .11 46.13 30.55 FirstMerchants FRME 3.3 14 43.06 –0.69 .35
1.56 0.54 BoltBiotherap BOLT ... dd .58 –0.06 ... 10.00 1.30 CorvusPharm CRVS ... dd 8.26 –0.83 ...
47.48 32.17 CentralGarden CENT ... 25 40.31 +0.56 ... 18.94 5.34 EbangIntl EBON ... dd 9.50 +0.71 ... 43.86 28.86 FirstMidBcshs FMBH 2.3 13 41.64 –0.37 .24
17.02 0.23 BoltProjects BSLK ... dd .52 –0.19 ... 100.38 68.26 CoStar CSGP ... cc 77.32 –4.02 ...
41.03 27.70 CentralGardenA CENTA ... 21 34.20 +0.41 ... 67.80 40.16 eBay EBAY 1.7 16 63.62 +0.33 .27 16.12 8.91 FirstNWBncp FNWB 2.6 dd 10.92 –0.48 .07
5337.20 3180.00 Booking BKNG .7 36 5300.34 +98.36 8.75 997.71 607.73 Costco COST .5 60 992.61 +20.73 1.16
10.25 9.96 CenturionAcqnA ALF ... ... 10.11 +0.04 ... 30.08 11.71 EchoStar SATS ... dd 24.00 –1.29 ... 306.77 135.88 FirstSolar FSLR ... 17 194.19 –5.08 ...
15.24 2.33 BoundlessBio BOLD ... dd 2.83 +0.10 ... 32.00 13.53 Couchbase BASE ... dd 16.38 –4.13 ...
25.39 7.53 CenturyAluminum CENX ... 7 22.72 –0.11 ... 38.12 6.44 EdgewiseTherap EWTX ... dd 32.59 –0.41 ... 68.13 47.30 1stSource SRCE 2.2 12 64.17 –0.72 .36
10.98 10.28 BowenAcqn BOWN ... 30 10.96 +0.05 ... 83.52 34.88 CrackerBarrel CBRL 2.0 28 50.21 –5.35 .25
5.51 1.14 CenturyTherap IPSC ... dd 1.52 –0.20 ... 11.58 1.89 EditasMedicine EDIT ... dd 2.14 –0.10 ... 36.49 19.17 FirstUnited FUNC 2.4 15 36.06 +0.42 .22
0.40 0.08 BowenAcqnRt BOWNR ... ... .20 +0.05 ... 4.40 0.21 CreativeMedia CMCT116.1 dd .29 +0.02.0833
4.70 1.83 Ceragon CRNT ... 20 4.30 –0.24 ... 2.95 0.80 EducDev EDUC ... dd 1.89 +0.06 ... 25.98 12.90 FirstWatchRest FWRG ... 58 19.33 +0.24 ...
42.90 19.93 BowmanConsult BWMN ... dd 28.34 +0.95 ... 616.66 409.22 CreditAcceptance CACC ... 32 483.10 –14.61 ...
21.67 2.34 Cerence CRNC ... dd 8.31 +0.95 ... 22.98 9.51 EHang EH ... dd 15.09 –0.43 ... 22.32 12.84 FirstWesternFin MYFW ... 35 21.39 –0.82 ...
7.00 2.86 BraggGaming BRAG ... dd 3.27 –0.01 ... 75.32 16.82 CredoTech CRDO ... dd 74.23 +25.27 ...
30.43 23.00 CeriBell CBLL ... ... 30.24 +1.45 ... 9.45 3.58 eHealth EHTH ... dd 5.71 +0.06 ... 133.64 101.62 FirstCash FCFS 1.4 19 104.99 –3.87 .38
10.98 4.61 Brainsway BWAY ... cc 10.29 +0.42 ... 19.63 15.91 CrescentCapBDC CCAP 8.6 8 19.47 +0.11 .42
12.80 0.06 CERoTherap CERO ... dd .12 –0.08 ... 3.92 1.51 8x8 EGHT ... dd 3.17 +0.07 ... 197.84 141.26 FirstService FSV .5 80 192.05 –2.14 .25
61.53 29.18 Braze BRZE ... dd 41.46 +1.74 ... 13.72 6.56 Cresud CRESY ... dd 13.42 +0.49 ...
19.87 9.41 Certara CERT ... dd 10.85 –0.36 ... 16.63 7.00 89bio ETNB ... dd 8.07 –0.92 ... 43.80 32.10 FirstSunCapBncp FSUN ... 13 40.52 +1.94 ...
44.32 21.62 BridgeBioPharma BBIO ... dd 28.79 +1.70 ... 8.40 4.43 Cricut CRCT 3.6 20 5.62 +0.43 .10
2.59 1.38 Cerus CERS ... dd 1.78 –0.07 ... 14.25 8.17 ElPolloLoco LOCO ... 15 12.02 –0.70 ... 216.18 64.87 FiveBelow FIVE ... 23 112.73 +20.03 ...
7.82 1.71 BridgerAerospace BAER ... dd 2.57 –0.18 ... 62.53 32.56 CrineticsPharm CRNX ... dd 58.87 +1.67 ...
39.95 25.46 ChampionX CHX 1.3 18 28.88 –2.07 .095 255.02 175.30 ElbitSystems ESLT .8 43 251.61 +7.43 .50 2.48 0.40 5EAdvMatls FEAM ... dd .43 –0.02 ...
14.69 7.77 BridgfordFoods BRID ... dd 9.65 +0.58 ... 49.93 23.87 Criteo CRTO ... 24 42.00 +1.22 ...
9.95 9.88 CharltonAriaA CHAR ... ... 9.92 +0.02 ... 168.50 124.92 ElectronicArts EA .5 43 167.01 +3.34 .19 85.00 26.60 Five9 FIVN ... dd 42.48 +1.20 ...
4.37 1.55 Brightcove BCOV ... dd 4.34 +0.07 ... 22.50 5.32 CriticalMetals CRML ... dd 7.48 +0.67 ...
0.19 0.14 CharltonAriaRt CHARR ... ... .14 ... ... 5.83 0.44 ElevationOnc ELEV ... dd .60 –0.04 ... 35.13 21.10 FiveStarBncp FSBC 2.4 15 33.05 +0.10 .20
56.25 40.00 BrighthouseFin BHF ... dd 51.04 –1.23 ... 165.32 85.71 Crocs CROX ... 8 109.75 +4.15 ...
415.27 236.08 CharterComms CHTR ... 13 403.06 +6.10 ... 12.60 1.01 ElongPower ELPW ... 5 1.08 –0.23 ... 10.16 9.99 FlagShipAcqn FSHP ... ... 10.14 –0.01 ...
20.25 7.85 BrightSpring BTSG ... dd 18.28 –1.02 ... 3.14 1.85 Cronos CRON ... dd 2.04 –0.04 ...
210.70 143.82 CheckPoint CHKP ... 26 186.82 +4.82 ... 21.48 9.93 Embecta EMBC 3.1 14 19.24 –1.59 .15 0.31 0.10 FlagShipAcqnRt FSHPR ... ... .12 +0.01 ...
3.81 1.52 BrilliantEarthA BRLT ... dd 1.99 +0.10 ... 23.64 9.58 CrossCtyHlthcr CCRN ... dd 18.08 +7.32 ...
52.10 31.24 CheesecakeFct CAKE 2.2 19 49.92 –0.72 .27 13.39 10.88 EmbraceChange EMCG ... 51 11.60 –0.05 ... 42.47 18.41 Flex FLEX ... 17 38.69 –0.28 ...
0.26 0.09 BroadCapitalRt BRACR ... ... .17 +0.05 ... 19.22 10.64 CrossFirstBkshs CFB ... 12 17.46 +0.15 ...
48.48 27.46 ChefsWarehouse CHEF ... 42 47.74 +3.03 ... 1.73 0.09 EmbraceChangeRt EMCGR ... ... .12 ... ... 63.00 17.00 Flexsteel FLXS 1.1 24 60.02 +0.99 .17
186.42 91.05 Broadcom AVGO 1.2 cc 179.53 +17.45 .53 398.33 200.81 CrowdStrike CRWD ... cc 365.65 +19.68 ...
55.73 39.00 ChemungFinl CHMG 2.3 12 55.10 +2.77 .31 37.42 26.13 Enact ACT 2.1 8 35.08 –0.13 .185 27.39 12.74 FluenceEnergy FLNC ... cc 16.92 –1.89 ...
13.15 8.01 BrooklineBncp BRKL 4.3 15 12.62 +0.03 .135 30.19 7.64 CullinanTherap CGEM ... dd 13.06 –0.39 ...
11.78 11.00 ChengheAcqnIA LATG ... dd 11.73 +0.05 ... 17.80 7.86 EnantaPharma ENTA ... dd 8.00 –0.60 ... 18.59 10.74 FlushingFinl FFIC 5.1 20 17.19 –0.55 .22
94.86 48.07 Bruker BRKR .3 28 58.96 +1.01 .05 2.36 1.04 CumberlandPharm CPIX ... dd 1.24 –0.17 ...
13.38 7.29 ChicagoAtlantic LIEN 7.8 19 12.79 –0.02 .25 54.55 39.64 EncoreCapital ECPG ... dd 49.20 +0.02 ... 31.54 15.19 Flywire FLYW ... cc 21.47 –1.24 ...
15.90 4.80 Bumble BMBL ... dd 8.25 –0.44 ... 5.51 0.68 CumulusMedia CMLS ... dd .78 ... ...
17.65 14.82 ChicagoAtlRealEst REFI 11.7 8 16.01 –0.10 .47 20.27 12.26 EnergyRecovery ERII ... 49 16.26 +0.70 ... 10.25 2.70 FoghornTherap FHTX ... dd 6.57 –1.42 ...
9.99 2.62 BurningRockBio BNR ... dd 7.16 +1.00 ... 6.30 2.22 CureVac CVAC ... 6 3.10 +0.23 ...
36.00 1.77 ChijetMotor CJET ... dd 2.05 –0.01 ... 20.00 14.09 EnlightRenewableEn ENLT ... 42 16.27 –0.57 ... 63.63 36.50 FormFactor FORM ... 24 42.27 +2.21 ...
11.64 10.65 BurTechAcqnA BRKH ... dd 11.57 +0.10 ... 13.59 1.41 Currenc CURR ... dd 1.50 –0.29 ...
38.03 4.77 Children'sPlace PLCE ... dd 11.81 –4.11 ... 30.03 9.80 EnlivenTherap ELVN ... dd 25.42 +1.04 ... 89.44 58.29 FormulaSys FORTY 1.0 19 89.30 +4.05.6111
30.30 18.97 BusFirstBcshs BFST 2.0 12 28.35 –0.15 .14 4.97 0.28 Cutera CUTR ... dd .39 –0.10 ...
1.30 0.75 Chimerix CMRX ... dd .83 –0.05 ... 18.68 5.70 Enovix ENVX ... dd 9.56 +0.31 ... 27.89 14.38 ForresterRes FORR ... dd 16.95 –0.30 ...
C 33.14 6.40 CVRx CVRX ... dd 13.48 –1.84 ...
32.19 19.19 ChipMOSTechs IMOS ... 14 19.66 +0.04 ... 141.63 58.33 EnphaseEnergy ENPH ... cc 71.56 +0.21 ... 100.59 50.97 Fortinet FTNT ... 50 99.21 +4.16 ...
333.32 198.01 CyberArkSoftware CYBR ... cc 323.22 –0.29 ...
4.72 2.12 Cadiz CDZI ... dd 4.21 –0.23 ... 190.23 115.96 ChordEnergy CHRD 4.3 6 117.20 –10.32 .19 158.45 106.34 EnsignGroup ENSG .2 35 144.23 –1.98 .06 41.02 16.53 Fortrea FTRE ... dd 21.67 +0.62 ...
9.87 4.66 CytekBiosci CTKB ... dd 6.47 –0.06 ...
12.30 4.06 CAMP4Therapeutics CAMP ... ... 7.81 +3.02 ... 11.17 9.99 ChurchillCapIX CCIX ... 69 10.37 –0.02 ... 348.48 262.54 Enstar ESGR ... 5 325.77 +1.07 ... 67.20 11.21 ForwardAir FWRD ... dd 33.91 –2.79 ...
110.25 32.70 Cytokinetics CYTK ... dd 50.96 –0.90 ...
33.92 13.56 CARGOTherapeutics CRGX ... dd 18.47 +0.29 ... 150.21 111.10 ChurchillDowns CHDN .3 25 139.18 –2.93.409 147.57 94.92 Entegris ENTG .4 73 109.40 +3.77 .10 2.61 0.75 Fossil FOSL ... dd 1.97 +0.51 ...
5.85 0.83 CytomXTherap CTMX ... 7 1.18 +0.12 ...
79.09 33.51 C&F Fin CFFI 2.3 14 77.50 +5.53 .44 104.92 58.05 Cimpress CMPR ... 14 80.01 –0.29 ... 39.37 22.60 EnterpriseBncp EBTC 2.6 13 36.45 –0.54 .24 30.77 14.23 FosterLB FSTR ... 7 28.96 +0.23 ...
33.72 20.75 CB FinSvcs CBFV 3.0 8 33.70 +1.72 .25 161.75 100.31 CincinnatiFinl CINF 2.1 8 156.03 –3.80 .81 D 63.13 37.28 EnterpriseFinSvcs EFSC 1.9 13 60.19 –0.40 .28 36.25 6.77 4D Molecular FDMT ... dd 7.35 –0.49 ...
12.88 9.79 CCC Intelligent CCCS ... cc 12.67 +0.07 ... 228.12 137.15 Cintas CTAS .7 57 223.71 –2.08 .39 3.67 0.72 DIH US DHAI ... ... 1.52 +0.12 ... 21.63 11.35 EntradaTherap TRDA ... 14 21.59 +1.70 ... 47.59 28.29 FoxA FOXA 1.1 11 47.00 –0.12 .27
263.37 172.95 CDW CDW 1.4 22 180.06 +4.13 .625 7.99 2.15 CipherMining CIFR ... dd 7.11 +0.41 ... 19.73 7.16 DMC Global BOOM ... dd 8.01 –0.04 ... 106.98 56.33 ePlus PLUS ... 20 81.24 +0.38 ... 44.89 25.82 FoxB FOX 1.2 11 44.64 –0.09 .27
32.34 16.02 CEVA CEVA ... dd 31.65 +1.91 ... 147.46 75.92 CirrusLogic CRUS ... 18 104.44 –0.01 ... 4.05 1.25 D-MarketElec HEPS ... dd 3.20 +0.23 ... 6.20 4.70 EpsilonEnergy EPSN 4.3 24 5.83 +0.01.0625 70.13 30.13 FoxFactory FOXF ... cc 30.67 –1.81 ...
11.64 9.73 CFAcqnVII A CFFS ... dd 11.23 +0.03 ... 60.23 44.50 CiscoSystems CSCO 2.7 26 59.89 +0.68 .40 0.58 0.05 DTCloudAcqnRt DYCQR ... ... .13 +0.03 ... 994.03 684.14 Equinix EQIX 1.7 89 985.00 +3.52 4.26 14.50 1.74 FractylHealth GUTS ... dd 2.31 –0.25 ...
11.88 1.16 C4 Therap CCCC ... dd 4.42 –0.13 ... 32.90 13.66 CitiTrends CTRN ... dd 25.18 +5.23 ... 10.07 9.96 DT CloudStar DTSQ ... cc 10.05 +0.01 ... 3.45 1.64 Erasca ERAS ... dd 3.03 +0.17 ... 111.94 90.79 FranklinElec FELE .9 27 106.57 –1.73 .25
50.23 25.77 CG Oncology CGON ... dd 34.59 –0.16 ... 17.03 10.14 CtznCmntyBcp CZWI 1.9 12 16.85 +0.64 .32 0.15 0.12 DT CloudStarRt DTSQR ... ... .14 +0.02 ... 547.00 302.33 ErieIndemnity ERIE 1.2 39 411.87 –28.691.275 16.10 2.27 FreightCarAmer RAIL ... dd 9.55 –0.25 ...
113.10 65.00 CH Robinson CHRW 2.4 36 105.43 –0.15 .62 137.28 97.50 CityHolding CHCO 2.4 17 130.55 –0.77 .79 77.22 30.08 DXP Ents DXPE ... 20 76.98 +3.71 ... 22.01 12.34 Escalade ESCA 3.9 16 15.47 +0.47 .15 14.50 8.62 FrequencyElec FEIM .0 21 13.33 –0.68 1.00
1.70 0.68 CLPS CLPS .0 dd 1.12 ... .13 7.55 3.89 Clarus CLAR 2.1 37 4.69 +0.15 .025 3.67 1.04 DadaNexus DADA ... dd 1.42 –0.04 ... 3.81 1.35 EsperionTherap ESPR ... dd 3.48 +0.68 ... 160.91 75.64 Freshpet FRPT ... cc 154.37 +1.32 ...
249.02 190.70 CME Group CME 1.9 25 239.38 +1.38 5.80 4.13 2.17 CleanEnerFuels CLNE ... dd 2.77 –0.31 ... 19.89 7.20 Daktronics DAKT ... 51 19.50 +4.10 ... 13.98 3.03 EtonPharm ETON ... dd 12.80 –0.73 ... 24.98 10.81 Freshworks FRSH ... dd 16.61 +0.62 ...
29.29 17.74 CNB Fin PA CCNE 2.6 12 27.49 –0.42 .18 44.83 24.78 Clearfield CLFD ... dd 30.61 +0.01 ... 6.47 2.98 DallasNews DALN13.7 dd 4.67 –0.25 .16 89.58 47.10 Etsy ETSY ... 29 57.30 +2.44 ... 60.42 29.41 Frontdoor FTDR ... 20 58.80 +0.20 ...
12.75 4.00 CompassPath CMPS ... dd 4.67 +0.08 ... 2.12 0.92 ClearsideBiomed CLSD ... dd 1.03 –0.02 ... 4.95 0.76 Damon DMN ... ... .88 +0.06 ... 117.66 89.46 EuronetWorldwide EEFT ... 15 103.39 –1.74 ... 39.21 20.51 FrontierComms FYBR ... dd 34.64 –0.17 ...
34.01 15.00 CPI Card PMTS ... 25 33.11 +0.10 ... 12.35 10.98 ClimateRockA CLRC ... dd 11.75 +0.10 ... 170.08 98.80 Datadog DDOG ... cc 168.65 +15.90 ... 16.07 4.80 EuropeanWax EWCZ ... 28 6.40 +0.39 ... 8.33 2.79 Frontier ULCC ... dd 5.81 –0.02 ...

55.20 5.45 FuelCell FCEL ... dd 10.47 –1.40 ... 203.72 101.20 HamiltonLane HLNE 1.1 40 181.48 –10.92 .49 6.92 4.18 Infinera INFN ... dd 6.63 +0.02 ... 38.28 28.62 KeurigDrPepper KDP 2.8 20 32.72 +0.07 .23 516.39 226.01 lululemon LULU ... 31 399.60 +78.94 ...
13.70 2.86 FulcrumTherap FULC ... dd 3.99 +0.14 ... 62.40 41.19 HancockWhitney HWC 2.7 13 58.97 –0.41 .40 2.82 1.17 InflaRx IFRX ... dd 2.62 +0.16 ... 55.62 22.00 KewauneeSci KEQU ... 7 42.35 +0.62 ... 95.92 38.28 Lumentum LITE ... dd 92.84 +5.87 ...
30.68 16.56 FulgentGenetics FLGT ... dd 20.09 +1.79 ... 27.59 14.45 HanmiFinancial HAFC 3.9 12 25.66 –0.79 .25 11.85 10.30 InflectionPtIIA IPXX ... 34 11.49 +0.67 ... 6.14 3.60 KeyTronic KTCC ... dd 5.40 –0.24 ... 55.35 7.44 LuminarTech LAZR ... dd 7.81 –1.07 ...
22.49 13.87 FultonFin FULT 3.2 13 21.24 –0.34 .17 27.14 13.62 HanoverBancorp HNVR 1.6 16 25.22 +0.03 .10 4.98 2.92 InfoSvcs III 4.9 dd 3.66 –0.03.045 27.73 16.64 KimballElec KE ... 37 19.07 –0.54 ... 4.58 1.37 LumosPharma LUMO ... dd 4.33 +0.03 ...
40.75 14.21 FundamentalGlbl FGF ... 20 30.00 –7.70 ... 14.00 9.15 HarborOneBncp HONE 2.4 47 13.07 +0.19 .08 89.59 59.73 InglesMarkets IMKTA .9 8 69.63 –4.27 .165 9.46 2.02 KingsoftCloud KC ... dd 9.25 +2.56 ... 3.26 0.85 LyellImmuno LYEL ... dd .90 –0.04 ...
12.61 5.36 Funko FNKO ... dd 11.67 –0.08 ... 15.46 9.10 Harmonic HLIT ... 18 12.89 +0.07 ... 18.95 10.80 InhibrxBiosci INBX ... ... 15.70 +0.44 ... 28.15 16.56 KiniksaPharm KNSA ... dd 21.51 –0.57 ... 20.82 8.93 Lyft LYFT ... dd 15.94 –1.42 ...
4.65 0.28 FusionFuelGreen HTOO ... ... .56 +0.24 ... 41.61 28.14 HarmonyBio HRMY ... 16 33.76 –0.91 ... 26.80 14.87 InMode INMD ... 10 18.13 –1.40 ... 3.53 1.39 Kirkland's KIRK ... dd 1.98 +0.19 ... 6.79 0.16 LyraTherap LYRA ... dd .21 +0.01 ...
130.50 43.61 Futu FUTU .0 20 83.27 –3.962.00 59.23 9.13 Harrow HROW ... dd 39.32 –2.59 ... 3.15 1.29 InnatePharma IPHA ... dd 1.47 –0.07 ... 13.10 0.26 KlothoNeuroscience KLTO ... dd .50 +0.11 ... M
12.48 10.83 FutureTechIIA FTII ... 83 11.11 –0.23 ... 8.87 5.31 Harte-Hanks HHS ... dd 5.93 +0.09 ... 49.72 5.46 Innodata INOD ... 75 44.55 +3.47 ... 8.10 2.19 KodiakSciences KOD ... dd 7.83 +1.16 ...
143.90 79.25 Macom Tech MTSI ... cc 139.07 +6.25 ...
G 5.56 1.99 HarvardBioSci HBIO ... dd 2.26 +0.06 ... 133.71 103.97 Innospec IOSP 1.4 20 116.16 –2.45 .79 33.00 13.59 KornitDigital KRNT ... dd 31.80 ... ...
27.50 15.31 MBX Biosci MBX ... dd 22.18 +1.84 ...
73.46 46.09 Hasbro HAS 4.2 dd 65.98 +0.83 .70 6.69 3.52 InnovAge INNV ... dd 4.79 –0.08 ... 38.96 30.40 KraftHeinz KHC 5.2 28 30.81 –1.16 .40
12.58 8.05 GCM Grosvenor GCMG 3.6 dd 12.34 –0.07 .11 109.22 61.94 MGE Energy MGEE 1.8 31 100.35 –3.93 .45
34.21 19.27 HashiCorp HCP ... dd 33.78 +0.16 ... 9.00 4.91 InnovSolSuprt ISSC ... 21 7.90 +0.14 ... 28.62 16.71 KratosDefense KTOS ... cc 27.99 +0.90 ...
42.76 19.10 GDEV GDEV ... 11 22.58 –0.56 ... 102.42 43.48 MGP Ingredients MGPI 1.1 9 44.48 –1.80 .12
138.86 54.44 Hawkins HWKN .5 35 135.21 +0.70 .18 21.28 14.33 Innoviva INVA ... 28 19.05 +0.06 ... 17.84 9.18 KrispyKreme DNUT 1.4 63 10.23 –0.79 .035
24.74 5.01 GDS Holdings GDS ... dd 20.73 +1.04 ... 16.00 0.57 MkdwellTech MKDW ... 10 .59 –0.25 ...
34.00 17.86 HawthornBcsh HWBK 2.4 36 32.01 –0.39 .19 18.75 8.55 Innventure INV ... dd 10.51 +0.57 ... 1.60 0.69 KronosBio KRON ... dd 1.02 +0.07 ...
94.55 67.05 GE HealthCare GEHC .2 22 81.24 –1.98 .035 147.40 81.04 MKS Instrum MKSI .8 cc 114.60 +0.96 .22
11.41 5.42 HealthCatalyst HCAT ... dd 8.35 –0.48 ... 13.33 5.08 Inogen INGN ... dd 9.50 –0.21 ... 56.71 38.20 Kulicke&Soffa KLIC 1.7 dd 48.23 –0.19 .205
14.46 5.61 GEN Restaurant GENK ... 47 8.18 –0.30 ... 82.50 1.43 MSP Recovery LIFW ... dd 3.24 +1.69 ...
13.00 8.98 HealthcareSvcs HCSG ... 18 12.42 +0.08 ... 7.80 2.38 InozymePharma INZY ... dd 2.57 –0.14 ... 24.17 9.68 KuraOncology KURA ... dd 10.67 –0.37 ...
14.99 5.05 GH Research GHRS ... dd 8.11 –0.82 ... 10.15 9.97 M3-BrigadeAcqnV MBAV ... ... 10.04 ... ...
105.82 62.10 HealthEquity HQY ... 83 100.21 –1.33 ... 20.67 1.62 Inseego INSG ... dd 10.99 –0.95 ... 122.81 48.66 KuraSushiUSA KRUS ... dd 106.76 –0.16 ...
35.68 20.66 G-IIIApparel GIII ... 8 31.42 +1.79 ... 181.02 86.60 MYR Group MYRG ... 73 166.31 +8.41 ...
33.52 23.92 HealthStream HSTM .4 50 32.25 –0.85.028 13.49 8.17 InsightAcqnA INAQ ... dd 11.25 –2.08 ... 53.27 21.20 KymeraTherap KYMR ... dd 46.67 –0.18 ...
10.15 9.98 GP-ActIIIAcqnA GPAT ... 68 10.13 +0.01 ... 21.88 2.95 Macrogenics MGNX ... dd 3.50 –0.09 ...
14.60 9.63 HeartlandExp HTLD .7 dd 11.95 –0.82 .02 228.07 146.56 InsightEnt NSIT ... 20 162.49 +6.04 ... 35.06 3.92 KyvernaTherap KYTX ... dd 4.55 –1.22 ...
23.44 12.33 GRAIL GRAL ... dd 21.62 +4.12 ... 368.29 168.25 MadrigalPharm MDGL ... dd 320.84 –7.35 ...
70.27 32.03 HeartlandFinUSA HTLF 1.8 38 67.82 +0.25 .30 80.53 21.92 Insmed INSM ... dd 75.40 +0.24 ...
88.85 57.37 GRAVITY GRVY ... 7 66.46 –1.05 ... L 13.40 9.00 MagicSoftware MGIC 3.9 17 12.18 –0.40 .236
49.02 26.52 Heidrick&Strug HSII 1.3 24 44.91 –1.23 .15 9.31 3.11 Inspirato ISPO ... dd 3.59 –0.01 ...
6.02 1.88 GSI Tech GSIT ... dd 3.00 –0.30 ... 6.47 1.35 LavaTherap LVTX ... dd 1.77 +0.17 ... 18.38 8.05 Magnite MGNI ... cc 18.00 +1.21 ...
127.83 48.05 HelenofTroy HELE ... 12 72.70 –0.63 ... 279.40 160.19 Insulet PODD ... 45 265.46 –1.32 ...
6.53 2.50 Gaia GAIA ... dd 6.01 –0.12 ... 136.89 84.00 LGI Homes LGIH ... 13 105.42 –4.07 ... 14.74 10.02 MagyarBancorp MGYR 1.4 12 14.45 +0.27 .04
10.83 10.03 HelixAcqnIIA HLXB ... 44 10.45 ... ... 68.78 30.36 Intapp INTA ... dd 66.46 +3.91 ...
5.33 0.89 GainTherap GANX ... dd 1.79 –0.07 ... 53.68 35.57 LKQ LKQ 3.1 14 38.89 –0.40 .30 120.97 43.31 MakeMyTrip MMYT ... 66 120.46 +5.72 ...
8.19 4.79 HelloGroup MOMO .0 7 6.77 +0.04 .52 45.42 16.81 IntegraLifeSci IART ... dd 24.10 –0.48 ...
42.46 24.16 Galapagos GLPG ... 22 26.99 –0.65 ... 332.54 187.19 LPL Financial LPLA .4 25 327.56 +2.41 .30 56.03 30.20 MalibuBoats MBUU ... dd 43.08 –0.27 ...
13.15 6.38 HennessyAdvsrs HNNA 4.3 16 12.77 +1.78.1375 17.53 7.98 IntegralAd IAS ... 55 10.94 –0.24 ...
13.74 7.52 Gambling.com GAMB ... 17 13.27 +0.01 ... 21.17 13.21 LSI Inds LYTS 1.0 26 20.11 –0.33 .05 4.95 2.50 MammothEnergy TUSK ... dd 3.18 –0.30 ...
13.43 10.30 HennessyCapVI HCVI ... dd 10.54 +0.02 ... 51.28 18.51 Intel INTC .0 dd 20.92 –3.13 .125
52.60 41.80 Gaming&Leisure GLPI 6.0 18 50.43 –1.18 .76 14.21 10.30 LakeShoreBancorp LSBK 5.3 19 13.61 +0.15 .18 307.50 199.23 ManhattanAssoc MANH ... 86 302.59 +17.15 ...
82.63 63.67 HenrySchein HSIC ... 30 73.00 –4.05 ... 34.87 12.82 IntelliaTherap NTLA ... dd 14.72 –0.90 ...
10.16 7.13 GarrettMotion GTX .0 9 8.91 +0.43 .06 78.61 57.45 LakelandFin LKFN 2.6 19 73.83 +0.37 .48 7.63 3.17 MannKind MNKD ... 97 6.80 +0.02 ...
11.27 7.66 HeritageCommerce HTBK 4.9 15 10.52 –0.10 .13 4.46 1.65 Intellicheck IDN ... dd 2.99 +0.60 ...
17.10 6.78 Gauzy GAUZ ... dd 8.95 +0.83 ... 26.10 14.08 LakelandInds LAKE .5 94 22.96 +0.32 .03 50.01 22.13 Maplebear CART ... 28 44.19 +0.52 ...
27.58 16.55 HeritageFin HFWA 3.5 24 26.13 –0.32 .23 7.84 4.27 Inter INTR .7 12 4.43 –0.19 .03
31.72 19.08 GenDigital GEN 1.6 32 31.15 +0.30 .125 113.00 68.87 LamResearch LRCX 1.2 25 76.59 +2.71 .23 11.56 4.28 MaravaiLifeSci MRVI ... dd 5.05 –0.62 ...
10.82 2.47 HertzGlobal HTZ ... dd 4.71 –0.21 ... 193.42 78.93 InteractiveBrkrs IBKR .5 29 186.96 –4.13 .25
89.11 1.45 GeneDx WGS ... dd 77.20 –1.19 ... 139.88 100.15 LamarAdv LAMR 4.3 26 131.22 –2.80 1.40 2.15 1.11 Marchex MCHX ... dd 2.13 +0.31 ...
10.79 3.28 Hesai HSAI ... dd 10.43 +2.25 ... 3.72 1.17 Intercure INCR ... ... 1.42 +0.09 ...
4.65 1.24 GenerationBio GBIO ... dd 1.30 –0.22 ... 215.31 161.54 LancasterColony LANC 2.1 31 179.73 –6.11 .95 31.56 18.13 Marex MRX 1.8 ... 31.21 +1.93 .14
10.06 0.26 HighestPerf HPH ... dd .34 ... ... 203.90 95.33 InterDigital IDCC .9 21 196.83 +0.87 .45
6.42 3.31 Genfit GNFT ... 11 3.90 –0.31 ... 25.25 17.05 LandmarkBncp LARK 3.3 11 24.06 +0.31 .20 11.26 0.26 MarinusPharm MRNS ... dd .29 –0.04 ...
17.48 12.20 HighPeakEner HPK 1.1 11 14.07 –1.00 .04 27.34 10.98 Interface TILE .2 18 26.52 –0.03 .01
32.88 20.34 Genmab GMAB ... 21 21.81 +0.31 ... 201.41 165.39 LandstarSystem LSTR .8 31 181.29 –4.63 .36 297.97 192.42 MarketAxess MKTX 1.2 32 239.93 –18.76 .74
20.22 1.55 HilleVax HLVX ... dd 2.01 +0.08 ... 76.91 48.14 IntlBcshs IBOC 1.8 11 71.95 –1.18 .66
37.58 28.30 Gentex GNTX 1.6 16 29.76 –0.80 .12 126.89 50.20 Lantheus LNTH ... 15 89.02 –0.25 ... 3.17 0.47 MarketWise MKTW 7.4 4 .54 +0.02 .01
12.08 7.51 HillmanSolns HLMN ... cc 11.16 –0.24 ... 156.75 108.39 Interparfums IPAR 2.2 29 136.46 –1.20 .75
62.93 39.86 Gentherm THRM ... 20 41.99 –0.11 ... 5.73 0.95 LanzaTechGlobal LNZA ... dd 1.04 –0.20 ... 7.36 3.37 Marqeta MQ ... cc 3.88 ... ...
8.73 4.80 HimaxTechs HIMX 4.2 15 6.69 +1.29 .29 4.57 2.46 Intevac IVAC ... dd 2.80 +0.01 ...
17.09 8.09 GeospaceTech GEOS ... dd 10.57 –0.17 ... 2.84 1.38 Largo LGO ... dd 2.13 +0.03 ... 295.45 204.55 Marriott MAR .9 31 292.59 +3.50 .63
300.00 150.11 HinghamSvg HIFS .9 27 281.30 –1.96 .63 93.45 58.93 Intra-Cellular ITCI ... dd 84.55 –1.10 ...
47.08 30.26 GermanAmBncp GABC 2.4 16 45.04 +0.06 .27 13.68 3.34 LarimarTherap LRMR ... dd 6.46 +0.13 ... 2.00 0.15 MarsAcqnRt MARXR ... ... .30 –0.02 ...
84.67 68.15 Hologic HOLX ... 23 75.34 –4.16 ... 714.78 557.29 Intuit INTU .6 63 646.47 +4.74 1.04
5.34 1.64 Geron GERN ... dd 3.93 –0.19 ... 7.33 2.11 Latham SWIM ... 68 6.48 –0.15 ... 21.38 15.33 MartenTransport MRTN 1.4 41 16.93 –0.45 .06
52.39 33.30 HomeBancorp HBCP 2.1 11 50.14 –0.59 .26 17.14 2.09 IntuitiveMachinesA LUNR ... dd 12.42 –3.93 ...
87.40 61.92 GibraltarInds ROCK ... 20 70.62 –1.82 ... 85.69 40.65 LatticeSemi LSCC ... 56 57.67 +0.92 ... 4.13 2.04 MartinMidstream MMLP .5 37 3.99 +0.01.005
16.10 7.21 HomeStreet HMST ... dd 11.62 –0.26 ... 556.23 308.58 IntuitiveSurgical ISRG ... 88 550.41 +8.41 ...
45.18 12.66 GigaCloudTech GCT ... 7 22.20 –2.50 ... 119.88 51.66 MarvellTech MRVL .2 dd 113.51 +20.82 .06
38.99 23.55 HomeTrustBcshs HTBI 1.3 12 36.92 –0.17 .12 4.75 1.53 Inventiva IVA ... dd 2.65 ... ... 10.03 9.66 LaunchOneAcqnA LPAA ... ... 10.03 +0.02 ...
10.01 9.89 GigCapital7A GIG ... ... 9.97 +0.01 ... 178.28 101.35 Masimo MASI ... cc 169.79 –2.75 ...
8.97 2.24 Honest HNST ... dd 8.22 –0.07 ... 26.16 25.07 InvscBS32HYCpBd BSJW 7.2 ... 25.70 +0.09 .11 10.50 9.94 LaunchTwoAcqnA LPBB ... ... 9.96 +0.02 ...
6.73 4.04 GilatSatellite GILT ... 21 6.09 +0.61 ... 24.05 16.12 MasterCraftBoat MCFT ... dd 20.28 –0.92 ...
242.77 189.66 Honeywell HON 2.0 26 226.38 –6.55 1.13 24.81 11.90 Investar ISTR 1.8 13 23.63 –0.19 .105 19.98 12.45 LaureateEduc LAUR ... 12 18.48 –0.52 ...
98.90 62.07 GileadSciences GILD 3.3 cc 92.13 –0.45 .77 42.43 27.66 MatchGroup MTCH ... 15 32.93 +0.19 ...
27.15 13.09 HookerFurnishings HOFT 5.5 cc 16.59 –2.14 .23 12.37 10.96 InvestcorpAIA IVCA ... 50 11.73 +0.02 ... 9.00 3.42 Lavoro LVRO ... dd 5.05 –0.01 ...
78.53 40.72 GitLab GTLB ... dd 67.19 +3.44 ... 8.42 4.70 Materialise MTLS ... 45 8.30 +0.67 ...
14.54 9.80 HopeBancorp HOPE 4.2 16 13.45 –0.17 .14 3.96 2.91 InvestcpCredit ICMB15.3 11 3.14 –0.06 .12 13.76 1.19 LeadRealEstate LRE ... 8 2.31 –0.05 ...
28.09 19.20 GladstoneCap GLAD 7.3 6 27.14 –0.75 .165 13.90 8.61 MatrixService MTRX ... dd 12.88 –0.38 ...
19.18 11.18 HorizonBancorp HBNC 3.6 38 17.93 –0.36 .16 12.16 10.97 InvestcorpEur I A IVCB .0 5 11.59 +0.04 .60 9.99 0.22 LeddarTech LDTC ... dd .31 +0.02 ...
17.88 11.89 GladstoneComm GOOD 7.1 86 16.92 –0.69 .10 20.60 15.87 Mattel MAT ... 12 19.36 +0.34 ...
13.73 9.07 HorizonTechFin HRZN14.1 dd 9.37 +0.03 .11 290.40 143.00 InvestorsTitle ITIC .7 18 266.30 –20.2114.00 19.63 7.56 LeeEnterprises LEE ... dd 16.07 –0.25 ...
14.96 12.46 GladstoneInvt GAIN 7.0 13 13.73 +0.07 .08 4.99 1.73 Matterport MTTR ... dd 4.90 +0.14 ...
21.31 15.71 HostHotels HST 4.3 18 18.80 +0.38 .20 5.20 0.57 Invivyd IVVD ... dd .58 –0.12 ... 29.31 19.42 LegacyHousing LEGH ... 12 25.50 –0.67 ...
15.36 11.59 GladstoneLand LAND 4.8 dd 11.65 –0.36.0467 39.12 21.09 MatthewsIntl MATW 3.4 dd 29.50 –0.66 .25
2.77 0.43 HubCyberSecurity HUBC ... dd .46 –0.09 ... 54.44 33.33 IonisPharm IONS ... dd 38.11 +2.38 ... 13.74 5.33 LegalZoom LZ ... 62 8.20 +0.27 ...
0.14 0.01 GlbBlockchainRt GBBKR ... ... .10 –0.02 ... 5.55 3.17 MaxCyte MXCT ... dd 3.60 +0.05 ...
53.21 38.07 HubGroup HUBG 1.0 28 49.79 –1.85 .125 18.33 6.00 IovanceBiotherap IOVA ... dd 9.03 –0.29 ... 70.13 36.92 LegendBiotech LEGN ... dd 41.54 –0.53 ...
54.24 28.11 Global-EOnline GLBE ... dd 54.21 +1.93 ... 779.99 4.98 MaxeonSolar MAXN ... dd 7.13 –0.97 ...
19.70 11.73 HudsonGlobal HSON ... dd 15.00 +0.23 ... 5.80 1.89 iQIYI IQ ... 11 2.21 +0.05 ... 109.58 52.72 LeMaitreVascular LMAT .6 55 101.12 –5.87 .16
10.95 10.05 GlobalLightsAcqn GLAC ... dd 10.64 +0.03 ... 26.59 11.08 MaxLinear MXL ... dd 19.26 +4.13 ...
1.08 0.43 HuizeHolding HUIZ ... 9 .54 –0.10 ... 57.95 40.18 iRadimed IRMD 1.1 37 54.18 +0.25 .15 62.49 21.96 LendingTree TREE ... dd 39.18 –5.03 ...
17.43 10.65 GlobalStarAcqn GLSTU ... ... 11.32 ... ... 130.86 95.50 McGrathRent MGRC 1.6 13 122.14 +0.29 .475
9.97 2.48 Humacyte HUMA ... dd 4.83 +0.31 ... 124.12 55.92 iRhythmTechs IRTC ... dd 85.18 –1.79 ... 37.99 18.26 LeonardoDRS DRS ... 50 37.05 +2.28 ...
12.67 10.57 GlobalStarA GLST ... dd 11.50 –0.32 ... 10.19 6.48 MedallionFinl MFIN 4.6 6 9.51 +0.09 .11
219.51 153.12 JBHunt JBHT 1.0 33 180.99 –8.12 .43 41.66 24.14 IridiumComm IRDM 1.7 33 31.00 +1.28 .14 5.60 3.00 LesakaTech LSAK ... dd 5.31 –0.09 ...
0.20 0.02 GlobalStarRt GLSTR ... ... .17 +0.07 ... 2.55 1.12 MediciNova MNOV ... dd 2.34 +0.27 ...
18.45 11.78 HuntingtonBcshs HBAN 3.5 17 17.61 –0.40 .155 39.99 5.83 iRobot IRBT ... dd 8.94 +1.33 ... 8.21 2.20 Leslie's LESL ... dd 2.36 +0.06 ...
13.98 11.41 GlobalWaterRscs GWRS 2.4 48 12.74 –0.66.0253 24.00 9.30 MediWound MDWD ... dd 16.97 –0.50 ...
28.20 14.83 Hurco HURC .0 dd 21.97 –1.35 .16 11.11 9.97 IronHorseAcqns IROH ... 65 10.31 +0.02 ... 22.33 5.77 LexeoTherap LXEO ... dd 7.63 –0.60 ...
62.61 35.85 GlobalFoundries GFS ... 34 44.88 +1.63 ... 459.77 277.72 Medpace MEDP ... 31 350.53 +9.90 ...
131.06 84.26 HuronConsulting HURN ... 27 123.11 +0.30 ... 0.38 0.11 IronHorseAcqnsRt IROHR ... ... .35 +0.09 ... 3.73 0.62 LexiconPharm LXRX ... dd .71 –0.10 ...
3.53 0.14 GlycoMimetics GLYC ... dd .29 –0.05 ... 2.81 0.43 MeihuaIntlMed MHUA ... 1 .47 –0.06 ...
31.95 6.18 Hut8 HUT ... 15 30.24 +2.22 ... 15.70 3.06 IronwoodPharm IRWD ... dd 3.43 –0.09 ... 5.71 1.56 LexinFintech LX 2.2 9 5.55 +0.48 .072
11.17 6.17 Gogo GOGO ... 18 7.74 –0.29 ... 7.60 3.85 MeiraGTx MGTX ... dd 6.14 –0.63 ...
1.39 0.76 Hyperfine HYPR ... dd .98 –0.03 ... 11.31 10.65 IsraelAcqns ISRL ... 45 11.31 +0.01 ... 46.44 17.44 LiAuto LI ... 17 22.32 –1.36 ...
2.69 0.40 Gogoro GGR ... dd .67 +0.05 ... 10.07 9.95 MelarAcqnIA MACI ... ... 10.05 +0.01 ...
I 18.75 7.54 iTeosTherap ITOS ... dd 8.32 –0.23 ... 100.44 47.17 LibertyBroadbandA LBRDA ... 16 85.42 +0.75 ...
9.56 4.78 MelcoResorts MLCO ... dd 6.56 +0.14 ...
42.68 19.94 GolarLNG GLNG 2.4 56 42.45 +3.08 .25 101.50 46.46 LibertyBroadbandC LBRDK ... 16 86.50 +1.36 ...
58.29 43.51 IAC IAC ... dd 48.13 +0.80 ... 124.90 67.21 Itron ITRI ... 24 115.92 –2.61 ... 2161.73 1324.99 MercadoLibre MELI ... 69 1947.18 –37.99 ...
42.14 27.42 GoldenEnt GDEN 3.0 27 33.46 –0.28 .25 14.30 8.02 LibertyGlobalA LBTYA ... dd 13.42 –0.71 ...
0.59 0.04 IB Acqn Rt IBACR ... ... .07 +0.01 ... 31.43 24.12 IturanLocation ITRN 5.0 12 31.07 +0.91 .39 52.98 33.46 MercantileBank MBWM 2.9 10 50.51 +0.46 .36
15.77 8.42 GoldenOcean GOGL12.6 8 9.56 –0.44 .30 14.91 8.98 LibertyGlobalB LBTYB ... dd 13.40 –0.60 ...
12.90 8.80 GoldenStarAcqn GODN ... 44 11.24 ... ... 21.63 13.00 IBEX IBEX ... 10 19.79 –0.71 ... J 11.20 5.33 MercerIntl MERC 4.7 dd 6.39 +0.22 .075
179.67 128.28 ICF Intl ICFI .4 23 132.50 –6.07 .14 14.83 8.39 LibertyGlobalC LBTYK ... dd 14.03 –0.59 ... 44.63 25.31 MercurySystems MRCY ... dd 38.32 –2.81 ...
0.52 0.14 GoldenStarAcqnRt GODNR ... ... .33 ... ... 36.84 17.06 JakksPacific JAKK ... 10 27.97 –1.16 ... 10.82 5.90 LibertyLatAmA LILA ... dd 6.84 –0.12 ...
17.72 14.05 GolubCapital GBDC10.1 11 15.46 –0.21 .39 196.26 83.26 ICU Medical ICUI ... dd 155.74 –8.22 ... 180.80 133.23 J&JSnackFoods JJSF 1.9 38 166.92 –6.87 .78 17.33 8.26 Meridian MRBK 2.9 17 17.08 +0.18 .125
47.74 25.20 IDEAYA Bio IDYA ... dd 27.79 +0.43 ... 10.93 5.95 LibertyLatAmC LILAK ... dd 6.82 –0.09 ... 106.87 67.81 MeritMedical MMSI ... 51 104.40 +0.50 ...
9.26 4.09 GoodRx GDRX ... dd 4.91 +0.07 ... 47.82 20.82 JD.com JD 2.0 12 37.18 –0.20 .76 86.52 55.80 LibertyFormOne A FWONA ... dd 85.00 +4.10 ...
15.24 7.27 Goodyear GT ... dd 10.16 –0.58 ... 583.39 398.50 IdexxLab IDXX ... 42 435.69 +13.94 ... 29.95 0.23 J-Long JL .0 83 .29 –0.02 1.90 6.28 1.22 MersanaTherap MRSN ... dd 2.53 +0.25 ...
320.08 75.25 IES Holdings IESC ... 27 268.17 –41.69 ... 72.59 32.27 LibertyLiveA LLYVA ... dd 71.84 +0.15 ... 61.61 22.27 Merus MRUS ... dd 44.65 –0.19 ...
130.39 50.47 GooseheadIns GSHD ... cc 124.09 –2.03 ... 42.76 27.88 Joyy YY ... 13 40.66 +1.81 ...
22.50 5.58 IGM Biosci IGMS ... dd 10.31 +0.27 ... 94.38 61.44 LibertyFormOne C FWONK ... dd 93.89 +5.53 ... 141.17 83.68 MesaLabs MLAB .5 dd 124.00 +6.86 .16
3.80 1.12 GoPro GPRO ... dd 1.25 +0.02 ... 189.63 157.00 JackHenry JKHY 1.3 32 173.01 –3.17 .55
2.54 0.90 I-Mab IMAB ... dd 1.02 +0.09 ... 73.89 33.42 LibertyLiveC LLYVK ... dd 72.91 –0.11 ... 12.19 1.61 Mesoblast MESO ... dd 11.10 –0.59 ...
1.60 0.50 GossamerBio GOSS ... dd .75 +0.06 ... 86.20 40.84 JackintheBox JACK 3.7 dd 47.97 –0.88 .44
2.48 0.22 IN8bio INAB ... dd .31 ... ... 52.77 26.00 Life360 LIF ... dd 48.01 –1.30 ... 629.79 320.00 MetaPlatforms META .3 29 623.77 +49.45 .50
5.72 2.90 Grab GRAB ... dd 5.14 +0.14 ... 11.49 4.35 JamesRiver JRVR .9 dd 4.66 –0.03 .01
2.10 0.66 IO Biotech IOBT ... dd .86 –0.03 ... 8.90 3.68 LifecoreBiomed LFCR ... cc 7.15 –0.27 ... 12.74 1.61 Metagenomi MGX ... dd 1.85 –0.22 ...
173.37 118.48 GrandCanyonEduc LOPE ... 22 167.79 +3.20 ... 21.41 14.02 JamfHolding JAMF ... dd 15.42 +0.82 ...
111.11 61.86 IPG Photonics IPGP ... dd 76.67 –1.37 ... 12.88 3.99 LifeMD LFMD ... dd 5.58 –1.01 ... 14.48 10.94 MetalSkyStar MSSA ... 62 11.67 –0.43 ...
14.00 1.87 GraphjetTech GTI ... dd 2.77 +0.08 ... 71.71 7.79 JanuxTherap JANX ... dd 64.99 +19.78 ...
15.92 3.56 IREN IREN ... dd 15.39 +1.88 ... 9.20 4.64 LifeStanceHealth LFST ... dd 7.34 –0.18 ... 0.19 0.04 MetalSkyStarRt MSSAR ... ... .05 ... ...
11.82 9.55 GreatElmCap GECC13.6 15 10.28 ... .35 134.17 99.06 JazzPharm JAZZ ... 18 122.59 +1.00 ...
26.66 17.54 i3Verticals IIIV ... 5 23.38 –1.42 ... 11.68 5.25 LifetimeBrands LCUT 2.5 dd 6.87 +0.98.0425 56.43 36.13 Methanex MEOH 1.6 21 47.47 +0.59 .185
2.12 1.70 GreatElm GEG ... dd 1.78 –0.04 ... 8.07 4.50 JetBlue JBLU ... dd 6.59 +0.62 ...
22.59 9.72 IcahnEnterprises IEP 18.9 dd 10.56 –0.52 .50 28.61 9.93 LifewayFoods LWAY ... 28 24.61 +0.16 ... 36.15 21.71 MetroCityBkshs MCBS 2.6 15 34.76 +0.42 .23
12.89 6.55 GreatLakesDredge GLDD ... 14 12.49 –0.14 ... 48.81 22.91 JFrog FROG ... dd 31.23 +0.08 ...
46.43 26.40 Ichor ICHR ... dd 33.33 +0.57 ... 129.90 60.28 LigandPharm LGND ... 50 124.83 +3.36 ... 100.57 57.96 MicrochipTech MCHP 3.1 41 59.29 –8.88 .455
68.02 48.19 GreatSouthernBncp GSBC 2.5 13 64.40 +0.33 .40 8.58 4.00 Jiayin JFIN 13.8 2 6.35 –0.12 .50
7.94 1.03 iClickInteract ICLK ... dd 6.69 –0.33 ... 115.00 76.52 Light&Wonder LNW ... 30 97.63 +2.59 ... 157.54 73.43 MicronTech MU .5 cc 101.17 +3.22 .115
28.50 10.18 GreenPlains GPRE ... dd 10.58 –0.22 ... 53.86 31.60 JohnsonOutdoors JOUT 3.9 dd 33.48 –0.18 .33
347.72 183.38 Icon ICLR ... 24 217.47 +7.22 ... 29.22 17.37 Limoneira LMNR 1.1 92 26.91 –0.89 .075 468.35 364.13 Microsoft MSFT .7 37 443.57 +20.11 .83
9.26 1.62 GreenidgeGen GREE ... dd 2.37 –0.04 ... K
3.04 0.81 iHeartMedia IHRT ... dd 2.61 +0.32 ... 18.74 8.78 LincolnEduc LINC ... 51 16.27 –0.16 ... 543.00 43.87 MicroStrategy MSTR ... dd 395.01 +7.54 ...
15.82 10.80 GreenlightCapRe GLRE ... 6 14.80 –0.13 ...
2.32 1.22 IkenaOncology IKNA ... dd 1.68 –0.05 ... 896.32 532.00 KLA KLAC 1.0 30 648.34 +1.31 1.70 261.13 169.51 LincolnElectric LECO 1.4 25 209.92 –8.56 .75 2.98 0.82 MicroVision MVIS ... dd .89 –0.01 ...
12.15 5.30 Grifols GRFS ... 25 7.30 +0.31 ...
156.66 97.27 Illumina ILMN ... dd 141.09 –3.06 ... 12.13 4.18 KLX Energy KLXE ... dd 4.96 –1.08 ... 487.49 396.07 Linde LIN 1.2 34 449.44 –11.55 1.39 33.87 19.20 MidPennBancorp MPB 2.6 11 31.16 –0.89 .20
29.80 13.60 GroceryOutlet GO ... 37 19.12 –1.88 ...
13.94 6.47 Immersion IMMR 2.1 4 8.65 –0.29 .245 5.94 4.17 KVH Inds KVHI ... dd 5.81 +0.30 ... 89.85 61.00 Lineage LINE 2.4 ... 62.12 –1.30 .38 16.36 12.26 MidCapFin MFIC10.7 9 14.18 +0.01 .38
19.56 7.75 Groupon GRPN ... 27 12.95 +3.57 ...
8.41 1.00 Immuneering IMRX ... dd 2.18 +0.09 ... 102.42 59.13 KaiserAlum KALU 3.8 28 80.50 –0.78 .77 10.55 9.96 LionheartA CUB ... ... 10.08 +0.03 ... 161.01 118.41 Middleby MIDD ... 20 142.00 –1.39 ...
90.53 59.08 GrAeroportuario OMAB ... 12 72.52 +7.29 ...
2.11 0.97 Immunic IMUX ... dd 1.28 +0.04 ... 2.42 0.76 Kaltura KLTR ... dd 2.24 +0.02 ... 12.84 6.13 LionsgateStudios LION ... dd 6.99 –0.24 ... 73.47 45.42 MiddlesexWater MSEX 2.2 26 60.61 –4.83 .34
38.53 15.81 GuardantHealth GH ... dd 36.87 +1.26 ...
10.53 3.10 ImmunityBio IBRX ... dd 4.96 –0.08 ... 16.88 7.39 KalVistaPharm KALV ... dd 9.81 –0.25 ... 26.15 13.99 LiquiditySvcs LQDT ... 39 24.74 –0.83 ... 28.47 20.54 MidlandStBncp MSBI 4.6 13 26.94 +0.09 .31
7.93 4.10 GulfIslandFab GIFI ... 7 6.89 –0.02 ...
76.98 29.72 Immunocore IMCR ... dd 31.52 –1.22 ... 6.53 4.74 Kamada KMDA ... 22 6.08 +0.19 ... 275.58 222.91 Littelfuse LFUS 1.1 32 246.23 –0.44 .70 34.56 19.43 MidWestOneFin MOFG 2.9 dd 33.30 +0.35.2425
1.79 0.51 GulfResources GURE ... dd .57 –0.01 ...
2.60 0.32 ImmunoPrecise IPA ... dd .38 ... ... 3.13 1.04 KandiTech KNDI ... dd 1.04 –0.19 ... 64.47 43.15 LivaNova LIVN ... cc 49.71 –2.79 ... 3.17 1.12 MilestonePharm MIST ... dd 1.86 –0.13 ...
H 45.58 24.61 Immunovant IMVT ... dd 28.62 +0.42 ... 22.74 10.57 Kanzhun BZ ... 32 13.92 +0.42 ... 3.98 0.45 LivePerson LPSN ... dd .90 –0.07 ... 31.73 22.35 MillerKnoll MLKN 3.0 29 25.12 –0.02.1875
66.18 40.92 H&E Equipment HEES 1.8 15 59.99 +0.25 .275 3.34 1.66 Immutep IMMP ... dd 2.09 +0.06 ... 31.69 21.38 KaratPkg KRT 4.5 22 31.21 +0.32 .40 65.06 1.95 LixiangEduc LXEH ... dd 2.42 –0.09 ... 28.75 15.55 MillicomIntl TIGO ... 28 26.03 +1.21 ...
25.35 17.75 HBT Finl HBT 3.2 11 23.90 –0.05 .19 239.88 78.17 Impinj PI ... cc 165.25 –26.96 ... 1.95 0.62 KaryopharmTherap KPTI ... dd .77 –0.08 ... 26.00 20.65 LoganRidgeFin LRFC 5.4 dd 24.85 –1.15 .36 2.28 1.70 Mind CTI MNDO12.1 8 1.99 +0.01 .24
10.48 9.90 HCMIIAcqn HOND ... ... 10.01 ... ... 67.13 36.73 InariMedical NARI ... dd 51.08 –0.84 ... 143.72 85.02 Kaspi.kz KSPI 4.9 10 110.06 +3.661.7565 12.27 8.41 LogilitySupply LGTY 4.0 36 10.99 +0.46 .11 12.22 2.92 MindMed MNMD ... dd 7.44 –0.73 ...
2.52 0.28 HCW Biologics HCWB ... dd .40 –0.07 ... 8.47 1.50 IncannexHealthcare IXHL ... dd 1.63 –0.15 ... 23.54 5.79 Katapult KPLT ... dd 6.85 –0.71 ... 102.59 74.72 LogitechIntl LOGI 1.4 19 84.89 +4.001.3714 16.91 6.65 MineralysTherap MLYS ... dd 13.21 +0.44 ...
21.92 11.93 Hutchmed HCM ... dd 17.06 +0.11 ... 83.95 50.35 Incyte INCY ... cc 75.92 +1.33 ... 9.46 5.28 KearnyFinancial KRNY 5.5 dd 8.01 +0.09 .11 4.70 1.17 LoopIndustries LOOP ... dd 1.30 –0.18 ... 48.89 23.14 MirumPharm MIRM ... dd 44.67 –1.55 ...
10.80 0.41 HWH Intl HWH ... dd .97 –0.01 ... 77.23 45.11 IndependentBank INDB 3.2 16 71.77 –0.62 .57 10.91 10.31 KeenVisionAcqn KVAC ... 25 10.91 +0.01 ... 7.01 0.22 Lottery.com LTRY ... dd .34 –0.01 ... 14.17 8.76 MissionProduce AVO ... 38 12.67 –0.63 ...
42.98 27.03 H World HTHT 3.7 21 32.87 +0.70 .63 40.32 22.53 IndepBankMI IBCP 2.5 13 38.02 +0.39 .24 25.27 13.71 KellyServices A KELYA 2.1 12 14.33 –0.32 .075 17.99 3.90 LotusTech LOT ... dd 3.93 –0.13 ... 44.48 10.48 Mobileye MBLY ... dd 17.00 –1.05 ...
32.74 20.23 HackettGroup HCKT 1.4 27 32.32 +0.98 .11 68.66 36.47 IndependentBank IBTX 2.3 dd 67.19 +0.27 .38 25.00 14.20 KellyServicesB KELYB 2.0 13 14.72 +0.13 .075 39.49 18.21 Lovesac LOVE ... 75 37.95 +0.23 ... 12.50 0.55 MobixLabs MOBX ... dd 1.16 –0.37 ...
11.68 5.69 HainCelestial HAIN ... dd 8.27 ... ... 23.22 7.33 Indivior INDV ... dd 11.35 +0.14 ... 4.83 2.50 KY FirstFedBncp KFFB ... dd 2.77 +0.12 ... 5.31 1.93 Lucid LCID ... dd 2.30 +0.12 ... 170.47 35.80 Moderna MRNA ... dd 44.44 +1.38 ...
65.53 33.15 HalozymeTherap HALO ... 16 48.40 +0.20 ... 5.45 3.15 IndlLogistics ILPT 1.1 dd 3.55 –0.32 .01 73.00 27.31 KerosTherap KROS ... dd 70.00 +12.26 ... 2.41 1.02 Lulu'sFashion LVLU ... dd 1.16 –0.11 ... 52.33 11.00 ModivCare MODV ... dd 18.07 –0.72 ...

12.70 3.32 MolecularPtrs MOLN ... dd 5.72 –0.10 ... 20.00 4.00 Nyxoah NYXH ... dd 7.65 –0.61 ... 11.48 10.65 PearlHldgsAcqnA PRLH ... dd 11.33 +0.03 ... 27.35 0.92 RaptTherap RAPT ... dd 1.06 –0.21 ... 12.00 2.28 SanaBiotech SANA ... dd 2.30 –0.48 ...
89.06 63.81 MonarchCasino MCRI 1.4 19 85.17 +1.16 .30 O 97.94 44.07 Pegasystems PEGA .1 71 97.28 +2.31 .03 25.30 16.49 RBB Bancorp RBB 2.7 13 23.53 –0.33 .16 39.55 19.52 SandySpringBncp SASR 3.6 20 37.67 –0.01 .34
324.99 170.00 monday.com MNDY ... cc 297.07 +11.71 ... 10.59 2.70 Peloton PTON ... dd 10.01 –0.33 ... 69.40 37.61 RCI Hospitality RICK .5 98 51.30 –1.16 .07 108.96 79.07 Sanfilippo JBSS 1.0 19 86.30 –0.05 1.25
50.36 30.34 OddityTech ODD ... 29 47.92 +1.46 ...
77.20 62.43 Mondelez MDLZ 3.0 22 62.86 –2.09 .47 29.81 14.87 PenguinSolutions PENG ... ... 19.87 +1.73 ... 32.15 17.11 RCM Tech RCMT ... 12 23.98 +1.10 ... 6.75 2.50 SangomaTechs SANG ... dd 6.39 +0.22 ...
58.98 23.69 ODP ODP ... dd 25.93 +0.25 ...
3.46 0.85 MoneyHero MNY ... dd 1.19 +0.03 ... 37.13 13.25 Pennant PNTG ... 43 29.92 –1.26 ... 28.80 8.44 REGENXBIO RGNX ... dd 9.58 –0.34 ... 86.05 48.83 Sanmina SANM ... 20 78.53 –0.88 ...
86.77 59.34 ON Semi ON ... 17 66.52 –4.60 ...
509.62 212.74 MongoDB MDB ... dd 343.40 +20.91 ... 34.30 17.01 PennsWoodsBncp PWOD 3.8 13 33.97 +1.69 .32 11.47 10.68 RF Acqn A RFAC ... dd 11.47 +0.01 ... 58.97 45.22 Sanofi SNY ... 27 48.46 –0.03 ...
18.57 8.91 OP Bancorp OPBK 2.7 13 17.56 +0.23 .12
959.64 546.71 MonolithicPower MPWR .8 66 589.68 +22.04 1.25 37.07 26.74 PeoplesBncpOH PEBO 4.6 10 34.91 –0.17 .40 0.18 0.01 RF Acqn Rt RFACR ... ... .09 ... ... 41.22 25.70 SapiensIntl SPNS 2.0 22 28.29 +0.96 .28
1.75 0.85 OPKO Health OPK ... dd 1.59 +0.05 ... 10.27 10.00 RFAcqnII RFAI ... ... 10.19 –0.01 ...
33.98 21.00 Monro MNRO 4.1 33 27.14 –0.98 .28 32.43 23.74 PeoplesBncpNC PEBK 2.4 11 31.17 –0.84 .19 173.25 85.61 SareptaTherap SRPT ... cc 128.17 –5.17 ...
1260.04 914.50 O'ReillyAuto ORLY ... 31 1257.78 +14.56 ... 0.11 0.05 RFAcqnIIRt RFAIR ... ... .06 +0.01 ...
61.23 43.32 MonsterBev MNST ... 34 52.27 –2.86 ... 59.70 36.26 PeoplesFinSvcs PFIS 4.5 53 54.88 –0.31.6175 5.70 2.82 Savara SVRA ... dd 3.72 +0.36 ...
183.22 120.42 OSI Systems OSIS ... 24 181.34 +3.94 ... 4.65 2.61 RF Industries RFIL ... dd 4.29 +0.05 ...
12.40 3.21 MonteRosaTherap GLUE ... dd 9.41 –0.95 ... 19.30 4.00 PepGen PEPG ... dd 5.71 +0.66 ... 53.76 31.01 ScanSource SCSC ... 17 52.24 +1.83 ...
21.64 15.40 OaktreeSpec OCSL13.5 23 16.34 ... .55 24.20 17.90 RGC Resources RGCO 4.0 18 20.60 –0.20.2075
361.73 269.51 Morningstar MORN .5 47 358.02 +3.87.405 183.41 155.85 PepsiCo PEP 3.4 23 157.79 –5.661.355 44.00 6.76 ScholarRock SRRK ... dd 43.59 +3.69 ...
1.40 0.60 Oatly OTLY ... dd .70 ... ... 3.41 1.45 RackspaceTech RXT ... dd 2.59 –0.09 ...
10.40 4.36 MotorcarParts MPAA ... dd 7.93 +0.64 ... 10.17 10.02 PerceptiveCap PCSC ... ... 10.13 +0.01 ... 41.79 23.69 Scholastic SCHL 3.0 48 26.57 +0.19 .20
21.87 14.03 OceanFirstFin OCFC 3.9 12 20.27 –0.41 .20 31.70 12.69 RadiusRecycling RDUS 4.0 dd 18.79 –1.03.1875
6.25 2.88 MuralOncology MURA ... dd 4.05 +0.06 ... 29.47 16.12 PerdoceoEduc PRDO 1.9 14 26.88 –0.57 .13 38.00 16.67 Schrodinger SDGR ... dd 21.84 –0.73 ...
11.78 3.25 OcularTherapeutix OCUL ... dd 9.62 –0.27 ...
7.58 0.40 Mynaric MYNA ... dd .50 –0.89 ... 26.62 10.73 PerellaWeinberg PWP 1.1 dd 25.60 –0.07 .07 93.65 33.44 RadNet RDNT ... dd 81.61 –0.15 ... 156.34 112.00 ScienceApplicat SAIC 1.3 21 118.06 –6.19 .37
18.00 9.60 Oculis OCS ... dd 16.43 +0.39 ... 24.76 14.94 Radware RDWR ... dd 23.49 –0.27 ...
29.30 14.34 MyriadGenetics MYGN ... dd 15.13 –1.14 ... 4.35 2.37 PerformantFin PFMT ... dd 3.03 –0.11 ... 6.71 3.08 scPharm SCPH ... dd 3.45 –0.17 ...
7.53 1.06 OfficePropIncm OPI 2.9 dd 1.40 –0.26 .01 3.46 0.95 Rallybio RLYB ... dd 1.06 –0.11 ...
N 32.99 7.47 PerionNetwork PERI ... 10 9.09 +0.47 ... 9.35 1.68 ScrippsEW SSP ... dd 2.26 +0.26 ...
28.00 19.35 OhioValleyBanc OVBC 3.3 11 26.74 –0.44 .22 22.70 9.03 RamacoRscsA METC ... 17 11.90 –0.85 ...
17.58 6.83 Perma-PipeIntl PPIH ... 9 16.57 +1.23 ... 31.68 21.90 SeacoastBkgFL SBCF 2.4 22 30.04 +0.08 .18
58.09 31.27 Napco Security NSSC 1.3 29 39.64 +0.41 .125 114.50 70.56 Okta OKTA ... dd 84.79 +7.23 ... 15.49 9.42 RamacoRscsB METCB 8.9 15 10.04 –0.22.2364
7.20 1.12 Personalis PSNL ... dd 4.15 +0.18 ... 115.32 78.38 Seagate STX 2.9 26 98.51 –2.82 .72
52.31 32.79 NBT Bancorp NBTB 2.7 18 50.06 –0.06 .34 2.98 1.19 Olaplex OLPX ... 34 2.14 +0.21 ... 76.38 37.42 Rambus RMBS ... 37 58.83 +1.02 ...
6.29 1.41 PetcoHealth WOOF ... dd 5.29 +1.02 ... 9.76 5.61 SecureWorks SCWX ... dd 8.46 +0.02 ...
270.73 151.52 NICE NICE ... 29 189.81 +7.37 ... 233.26 165.49 OldDomFreight ODFL .5 35 203.00 –22.14 .26 8.75 1.85 RaniTherap RANI ... dd 1.93 –0.09 ...
7.90 2.90 PetMedExpress PETS ... dd 5.75 +1.12 ... 13.59 6.19 SecurityNatFin SNFCA ... 11 13.08 ... ...
17.76 5.40 NIP NIPG ... ... 6.94 +0.49 ... 7.55 5.29 OldMarketCap OMCC ... dd 5.91 –0.06 ... 61.88 32.95 Rapid7 RPD ... 68 43.48 +0.88 ...
13.20 6.65 Pharming PHAR ... dd 7.72 +0.37 ... 2.63 1.51 Seer SEER ... dd 2.48 +0.01 ...
42.49 27.53 NMI Holdings NMIH ... 9 39.29 –0.70 ... 23.76 15.36 OldNatlBncp ONB 2.4 14 23.08 –0.08 .14 29.74 16.55 RapportTherap RAPP ... ... 20.46 –2.38 ...
33.00 15.37 Pharvaris PHVS ... dd 19.07 –2.83 ... 109.58 81.00 SelectiveIns SIGI 1.5 27 98.73 –3.36 .38
5.40 2.74 NN NNBR ... dd 3.94 –0.05 ... 19.37 13.00 Old2ndBcp OSBC 1.3 10 18.69 +0.09 .06 1.82 0.21 RealGoodFood RGF ... ... .23 –0.03 ...
19.71 6.07 PhathomPharm PHAT ... dd 9.00 +0.13 ... 70.27 18.16 Semtech SMTC ... dd 66.12 +2.08 ...
28.75 20.79 NV5Global NVEE ... 37 20.93 –0.83 ... 16.77 7.68 OlemaPharm OLMA ... dd 10.45 +0.33 ... 6.57 1.52 RealReal REAL ... dd 6.44 +0.56 ...
50.00 37.90 Phenixfin PFX .0 5 47.03 –0.22 1.31 74.00 43.89 SenecaFoods A SENEA ... 12 72.90 +0.80 ...
296.08 201.58 NXP Semicon NXPI 1.9 21 218.66 –10.711.014 104.98 68.05 Ollie'sBargain OLLI ... 31 101.54 +2.59 ... 15.74 5.60 RecursionPharm RXRX ... dd 8.01 +0.94 ...
25.98 10.04 PhibroAnimal PAHC 2.1 54 23.21 –0.16 .12 1.94 0.38 SenseiBiotherap SNSE ... dd .46 –0.08 ...
10.88 10.31 NaborsEnerIIA NETD ... 27 10.75 +0.02 ... 73.49 32.23 OlympicSteel ZEUS 1.5 18 40.68 –1.60 .15 62.13 42.78 RedRiverBcshs RRBI .6 13 60.03 –0.02 .09
40.12 30.62 PhillipsEdison PECO 3.1 85 39.27 –0.23.1025 3.25 1.08 SenstarTech SNT ... 51 2.74 –0.41 ...
14.28 5.26 NanoXImaging NNOX ... dd 7.97 +1.51 ... 85.92 43.86 OmegaFlex OFLX 2.9 26 47.28 –2.14 .34 12.80 2.97 RedRobin RRGB ... dd 5.59 +0.20 ...
34.16 20.25 Photronics PLAB ... 11 25.25 +0.34 ... 27.47 18.62 Septerna SEPN ... ... 25.75 +0.46 ...
8.96 2.76 Nanobiotix NBTX ... dd 3.00 –0.23 ... 6.30 0.75 OmegaTherap OMGA ... dd .96 +0.08 ... 63.29 45.17 RedRockResorts RRR 2.0 21 49.53 –0.56 .25
55.50 25.60 Pilgrim'sPride PPC ... 12 50.36 –1.25 ... 12.36 3.80 SeraPrognostics SERA ... dd 7.35 +0.61 ...
83.77 53.62 Nasdaq NDAQ 1.2 48 81.14 –1.85 .24 12.65 2.37 Omeros OMER ... dd 11.61 +0.26 ... 15.29 5.10 Redfin RDFN ... dd 9.80 +0.31 ...
131.91 73.62 PinnacleFinPtrs PNFP .7 24 126.51 –0.60 .22 2.05 0.54 SeresTherap MCRB ... dd .82 –0.16 ...
175.63 55.56 Natera NTRA ... dd 171.65 +3.87 ... 6.72 3.56 OmniAb OABI ... dd 4.02 +0.11 ... 76.53 56.51 RegencyCtrs REG 3.8 35 74.13 –1.46 .705
1.27 0.71 PintecTech PT ... dd .91 –0.05 ... 8.72 2.47 ServiceProperties SVC 1.4 dd 2.78 ... .01
94.97 63.01 Nathan's NATH 2.3 16 85.60 –1.90 .50 55.75 25.12 Omnicell OMCL ... dd 46.00 –0.59 ... 1211.20 735.95 RegenPharm REGN ... 19 778.00 +27.78 ...
3.08 0.61 Pixelworks PXLW ... dd .78 ... ... 3.55 1.41 17Educ&Tech YQ ... dd 1.78 –0.14 ...
53.58 42.85 NationalBeverage FIZZ .0 24 46.32 –3.07 3.25 11.42 7.14 1-800-FLOWERS FLWS ... dd 7.87 –0.26 ... 35.50 3.87 Regis RGS ... 1 24.38 –0.63 ...
19.17 14.46 PlainsAllAmPipe PAA 7.0 16 18.18 –0.49.3175 11.76 0.94 ShattuckLabs STTK ... dd 1.25 +0.15 ...
7.46 3.64 NatlCineMedia NCMI ... dd 7.30 +0.35 ... 4.47 3.12 180DegreeCap TURN ... dd 3.72 +0.15 ... 12.14 4.25 RelayTherap RLAY ... dd 4.61 –0.09 ...
20.10 14.93 PlainsGP PAGP 6.5 23 19.58 –0.44.3175 22.27 11.87 ShenandoahTel SHEN .7 dd 13.63 +0.30 .10
42.18 17.62 NatlResearch NRC 2.5 17 18.99 –0.67 .12 1.86 0.55 111 YI ... dd .79 –0.04 ... 7.22 0.43 RelmadaTherap RLMD ... dd .46 –2.56 ...
10.50 6.95 PlayaHotels PLYA ... 21 10.09 +0.30 ... 17.50 4.07 ShoalsTech SHLS ... 23 4.53 –0.69 ...
24.11 9.56 NationalVision EYE ... dd 11.23 –0.87 ... 6.30 3.65 1stdibs.com DIBS ... dd 3.70 –0.19 ... 22.08 11.60 RemitlyGlobal RELY ... dd 21.10 +0.54 ...
3.04 1.20 Playstudios MYPS ... dd 2.02 +0.10 ... 46.92 24.94 ShoeCarnival SCVL 1.6 12 33.91 +0.15 .135
7.37 4.11 NaturalAlt NAII ... dd 4.38 –0.31 ... 35.39 24.50 OneStream OS ... dd 30.69 +0.80 ... 7.79 5.15 ReNewEnergy RNW ... 70 6.14 +0.11 ...
9.23 6.25 Playtika PLTK 4.7 15 8.56 +0.14 .10 17.49 10.06 ShoreBancshares SHBI 2.8 14 17.14 +0.69 .12
342.00 1.79 Nature'sMiracle NMHI ... dd 2.56 –0.01 ... 35.86 18.55 OneWaterMarine ONEW ... dd 20.34 –1.85 ... 41.81 4.46 RenttheRunway RENT ... dd 12.82 +1.09 ...
169.56 90.18 Plexus PLXS ... 41 165.60 +1.20 ... 17.56 9.81 Shyft SHYF 1.6 dd 12.89 –1.21 .05
3.45 1.88 NautilusBiotech NAUT ... dd 2.14 –0.10 ... 77.60 9.80 OnKureTherap OKUR ... dd 14.16 –1.26 ... 8.49 2.71 RepareTherap RPTX ... dd 3.15 –0.13 ...
19.62 10.22 PliantTherap PLRX ... dd 14.69 +0.89 ... 35.13 17.69 SierraBancorp BSRR 3.1 12 31.10 –0.37 .24
19.68 13.71 Navient NAVI 4.2 22 15.19 –0.39 .16 8.70 4.57 OpenLending LPRO ... cc 5.86 –0.52 ... 211.13 113.50 Repligen RGEN ... dd 149.20 –1.34 ...
2.65 0.61 PolestarAuto PSNY ... dd 1.10 –0.04 ... 8.45 2.58 SightSciences SGHT ... dd 3.87 –0.12 ...
8.44 1.75 NavitasSemi NVTS ... dd 3.77 +1.02 ... 45.47 27.50 OpenText OTEX 3.4 18 30.67 +0.24.2625 17.00 4.92 Replimune REPL ... dd 13.08 –1.00 ...
13.24 7.89 PonceFinl PDLB ... 36 12.98 +0.05 ... 27.72 5.81 SilenceTherap SLN ... dd 8.52 +0.60 ...
30.99 18.46 Nayax NYAX ... dd 28.02 –1.61 ... 4.89 1.52 OpendoorTech OPEN ... dd 2.20 –0.14 ... 80.68 46.55 RepublicBcpKYA RBCAA 2.1 15 75.94 –0.34 .407
15.74 11.90 PonyAI PONY ... dd 12.60 –0.42 ... 122.02 1.86 SilexionTherap SLXN ... dd 2.75 –0.04 ...
43.20 28.09 nCino NCNO ... dd 37.41 –4.58 ... 20.70 10.11 Opera OPRA 4.1 10 19.14 –0.87 .40 9.83 5.84 ReservoirMedia RSVR ... dd 9.37 –0.07 ...
422.73 293.51 Pool POOL 1.3 32 372.93 –4.16 1.20 19.04 11.35 Silicom SILC ... dd 13.67 +0.64 ...
36.84 14.09 NebiusA NBIS ... dd 36.77 +14.78 ... 4.60 2.05 OportunFin OPRT ... dd 4.00 +0.02 ... 14.63 7.90 ResourcesConnect RGP 6.5 24 8.57 +0.13 .14
105.01 75.63 Popular BPOP 2.8 13 99.15 –0.21 .70 154.91 94.00 SiliconLabs SLAB ... dd 116.41 +5.76 ...
20.89 11.46 Neogen NEOG ... dd 12.82 –1.36 ... 5.45 1.79 Opthea OPT ... dd 3.71 +0.02 ... 17.52 11.87 RetailOppor ROIC 3.4 38 17.44 +0.04 .15
16.92 8.66 Portillo's PTLO ... 25 10.49 –1.06 ... 85.87 50.50 SiliconMotion SIMO 3.5 22 56.98 +3.91 .50
17.30 10.10 NerdWallet NRDS ... dd 13.53 –0.47 ... 3.53 2.02 OpticalCable OCC ... dd 2.12 –0.21 ... 9.74 2.30 RevanceTherap RVNC ... dd 3.82 +0.21 ...
20.84 16.50 PortmanRidge PTMN16.6 44 16.60 –0.52 .69 21.59 6.14 Silvaco SVCO ... dd 8.34 +0.09 ...
135.45 83.62 NetApp NTAP 1.6 24 131.11 +8.47 .52 2.10 0.32 Optinose OPTN ... dd .54 +0.04 ... 62.40 23.51 RevolutionMed RVMD ... dd 48.07 –9.78 ...
9.44 1.87 PoseidaTherap PSTX ... dd 9.36 +0.05 ... 18.77 13.93 SilvercrestAsset SAMG 4.4 23 18.04 –0.30 .20
114.50 75.85 NetEase NTES 2.7 16 91.29 +3.81 .435 34.63 21.39 OptionCare OPCH ... 19 22.85 –0.95 ... 32.65 26.16 ReynoldsCnsmr REYN 3.4 16 27.43 –0.26 .23
14.36 6.28 Potbelly PBPB ... 8 10.01 –0.39 ... 25.95 16.03 SimmonsFirstNat SFNC 3.5 24 24.24 –0.22 .21
935.27 450.76 Netflix NFLX ... 53 934.74 +47.93 ... 8.45 3.72 OraSureTechs OSUR ... 26 3.91 +0.11 ... 14.50 1.57 RezolveAI RZLV ... dd 1.83 –0.29 ...
50.04 37.06 PotlatchDelt PCH 4.1 cc 44.27 –0.57 .45 51.22 27.07 SimulationsPlus SLP .8 62 30.13 –1.64 .06
25.81 10.48 Netgear NTGR ... 38 24.71 +0.11 ... 11.69 4.22 OrchestraBioMed OBIO ... dd 5.03 –0.60 ... 68.58 35.17 RhythmPharm RYTM ... dd 58.89 –3.15 ...
364.98 76.29 PowellIndustries POWL .4 23 280.37 +12.99 .265 18.45 11.13 Sinclair SBGI 5.5 dd 18.08 –0.24 .25
24.42 17.10 NetScout NTCT ... dd 22.24 +0.36 ... 2.91 1.20 OrganiGram OGI ... dd 1.60 +0.09 ... 4.31 2.15 RibbonComms RBBN ... dd 3.90 –0.01 ...
89.68 56.63 PowerIntegrations POWI 1.3 97 63.14 –2.37 .21 57.80 22.18 SiriusXM SIRI 3.8 dd 28.31 +1.36 .27
21.00 8.33 NeumoraTherap NMRA ... dd 10.29 +0.35 ... 16.65 6.33 OricPharm ORIC ... dd 9.90 ... ... 15.05 8.08 RichardsonElec RELL 1.7 dd 14.11 +0.03 .06
7.38 2.22 PowerFleet AIOT ... dd 6.90 –0.14 ... 233.52 72.39 SiTime SITM ... dd 231.88 +19.50 ...
157.98 110.95 Neurocrine NBIX ... 34 128.14 +1.39 ... 20.73 11.17 OrthofixMed OFIX ... dd 18.62 –0.91 ... 29.82 7.48 RigelPharm RIGL ... cc 25.45 –2.16 ...
14.47 10.84 PowerUpAcqn PWUP ... dd 11.43 –0.06 ... 19.41 2.25 SkyeBioscience SKYE ... dd 3.72 –0.77 ...
74.49 12.49 Neurogene NGNE ... dd 23.72 –1.71 ... 36.23 22.41 OrthoPediatrics KIDS ... dd 23.17 –2.81 ... 3.44 1.53 RiminiStreet RMNI ... dd 1.99 –0.17 ...
86.93 14.78 PraxisPrecision PRAX ... dd 69.85 –10.32 ... 55.62 29.40 SkywardSpecIns SKWD ... 16 53.66 –0.45 ...
5.07 0.52 Neuronetics STIM ... dd 1.27 +0.27 ... 53.88 18.20 OrukaTherap ORKA .0 dd 21.20 –0.53 1.59 6.57 3.30 RiverviewBncp RVSB 1.4 cc 5.71 +0.13 .02
1.93 0.76 Precigen PGEN ... dd .78 –0.16 ... 117.51 47.32 SkyWest SKYW ... 19 109.58 –5.16 ...
18.15 5.45 NeuroPace NPCE ... dd 11.28 +0.68 ... 100.84 73.43 OtterTail OTTR 2.4 11 77.68 –2.96.4675 24.62 8.26 Rivian RIVN ... dd 13.00 +0.77 ...
99.78 66.63 PreferredBkLA PFBC 3.0 9 93.73 –0.60 .70 120.86 82.13 Skyworks SWKS 3.2 24 87.87 +0.28 .70
6.64 3.42 Outbrain OB ... dd 6.19 +0.76 ... 7.17 0.71 Roadzen RDZN ... dd 1.60 +0.53 ...
39.26 7.82 NewFortressEner NFE 3.2 14 12.41 +1.74 .10 145.28 109.01 PreformedLine PLPC .6 20 136.51 +0.49 .20 20.75 8.13 SleepNumber SNBR ... dd 18.67 +3.67 ...
13.23 10.62 NewMtnFin NMFC10.8 11 11.80 –0.14 .01 6.37 0.44 OutsetMedical OM ... dd 1.20 +0.30 ... 42.76 10.38 Robinhood HOOD ... 71 41.67 +4.13 ...
6.80 0.92 PreludeTherap PRLD ... dd .95 –0.10 ... 2.80 1.65 SmartSand SND .0 dd 2.31 –0.08 .10
9.67 5.14 NY Mortgage NYMT12.7 dd 6.31 +0.17 .20 4.10 0.68 OvidTherap OVID ... dd 1.15 +0.01 ... 32.53 12.62 RocketPharm RCKT ... dd 13.89 –0.50 ...
29.63 18.63 PremierFinl PFC 4.3 15 28.66 +0.95 .31 18.05 10.43 Smith&Wesson SWBI 4.8 15 10.86 –2.72 .13
26.35 8.90 NewAmstPharma NAMS ... ... 18.35 –1.50 ... 5.78 4.82 OxfordLane OXLC20.6 6 5.25 –0.01 .09 40.14 19.65 RockyBrands RCKY 2.8 12 21.79 +0.09 .155
23.56 17.95 Premier PINC 3.9 16 21.61 –1.29 .21 1.52 0.66 SoYoungIntl SY .0 16 .78 –0.05 .06
10.45 5.39 NewellBrands NWL 2.7 dd 10.31 +0.72 .07 3.29 2.62 OxfordSquare OXSQ15.8 dd 2.66 –0.04 .035 5.15 1.50 RockyMtnChoc RMCF ... dd 2.96 +0.26 ...
7.84 2.85 Prenetics PRE ... dd 5.16 +0.68 ... 16.61 6.01 SoFiTech SOFI ... cc 16.02 –0.39 ...
17.24 0.31 NewGenIvf NIVF ... ... .45 +0.12 ... PQR 94.82 69.72 PriceSmart PSMT 1.3 22 91.60 +1.86 .58 13.06 9.48 RoivantSciences ROIV ... 2 12.36 –0.35 ... 17.24 8.79 Sohu.com SOHU ... dd 13.80 +0.79 ...
16.10 8.33 Newmark NMRK .8 52 15.77 +0.29 .03 9.86 2.85 PrimeMedicine PRME ... dd 3.27 –0.02 ... 108.84 48.33 Roku ROKU ... dd 84.12 +15.09 ... 7.50 2.34 SolarBank SUUN ... dd 2.34 –0.27 ...
23.70 13.51 PAMT PAMT ... dd 17.45 –1.52 ...
30.04 21.71 NewsCorp A NWSA .7 47 29.35 ... .10 13.69 9.52 PrimisFinl FRST 3.2 cc 12.35 –0.15 .10 118.15 7.22 Root ROOT ... dd 97.68 –2.13 ... 103.15 10.24 SolarEdgeTech SEDG ... dd 12.78 –3.02 ...
22.00 14.50 PCB Bancorp PCB 3.3 13 21.58 +0.09 .18
32.87 22.71 NewsCorp B NWS .6 52 32.30 +0.21 .10 39.35 29.02 PrincetonBncp BPRN 3.1 24 38.40 +1.33 .30 580.09 508.22 RoperTech ROP .6 41 551.20 –15.24 .825 15.88 0.60 SolarmaxTech SMXT ... dd 2.32 +0.59 ...
77.19 57.47 PCConnection CNXN .5 22 73.51 +0.92 .10
15.49 10.07 NewtekOne NEWT 5.3 8 14.05 –0.45 .19 91.98 72.21 PrincipalFinl PFG 3.5 dd 84.40 –2.69 .73 163.60 127.53 RossStores ROST .9 25 156.48 +1.61.3675 15.05 3.80 SolidBiosci SLDB ... dd 5.05 –0.65 ...
164.69 88.01 PDD PDD ... 10 99.89 +3.33 ...
191.86 141.56 NexstarMedia NXST 4.0 10 170.17 –0.42 1.69 24.30 15.92 PriviaHealth PRVA ... cc 21.18 –0.30 ... 12.20 9.85 RothCHAcqnV ROCL ... dd 9.88 –1.57 ... 2.35 1.00 SolidPower SLDP ... dd 1.10 –0.06 ...
39.70 27.69 PDF Solutions PDFS ... cc 30.22 –1.38 ...
2.57 1.00 NextCure NXTC ... dd 1.14 –0.03 ... 4.95 0.50 Procaps PROC ... ... 1.51 ... ... 155.10 100.55 RoyalGold RGLD 1.2 33 144.26 –2.00 .45 13.85 0.27 SolidionTech STI ... dd .43 +0.02 ...
27.21 13.50 PENN Entmt PENN ... dd 20.74 –0.85 ...
62.31 30.93 Nextracker NXT ... 10 36.29 –1.87 ... 21.01 8.06 ProficientAuto PAL ... ... 9.60 –0.82 ... 31.66 25.10 RoyaltyPharma RPRX 3.2 10 25.91 –0.75 .21 10.50 0.88 Sonder SOND ... dd 3.88 +0.15 ...
1.55 0.52 PLBY Group PLBY ... dd 1.53 +0.15 ...
10.45 4.13 NexxenIntl NEXN ... 53 9.90 +0.10 ... 65.15 40.18 RushEnt A RUSHA 1.2 16 61.94 –0.01 .18
3.47 1.40 PMV Pharm PMVP ... dd 1.59 –0.03 ... 9.75 5.16 ProFrac ACDC ... dd 7.41 –1.66 ... 19.76 10.23 Sonos SONO ... dd 14.70 +1.09 ...
34.50 1.60 Nikola NKLA ... dd 1.61 –0.40 ... 58.61 37.85 RushEnt B RUSHB 1.3 15 57.46 +0.45 .18
31.43 18.64 PRA Group PRAA ... 18 20.26 –0.94 ... 70.56 48.00 ProgressSoftware PRGS 1.0 37 68.95 +0.54 .175 7.37 2.70 SophiaGenetics SOPH ... dd 3.38 –0.03 ...
4.27 1.13 9F JFU ... 15 1.41 –0.08 ... 66.54 33.74 RxSight RXST ... dd 43.15 –3.73 ...
103.81 36.99 ProceptBio PRCT ... dd 94.84 –0.75 ... 42.08 13.39 Progyny PGNY ... 25 14.76 –0.81 ... 17.44 10.71 SoteraHealth SHC ... 53 13.13 –0.04 ...
12.51 2.19 908Devices MASS ... dd 2.29 –0.45 ... 60.29 36.96 Ryanair RYAAY 1.6 6 46.65 +2.61.9653
202.80 162.79 PTC PTC ... 64 200.92 +0.86 ... 6.30 4.15 ProspectCapital PSEC11.9 dd 4.53 –0.25.045 1.65 0.86 SotherlyHotels SOHO ... dd .98 +0.08 ...
3.50 1.57 NiuTech NIU ... dd 1.90 +0.04 ... 54.16 23.58 PTC Therap PTCT ... dd 48.04 +4.16 ... 48.89 19.00 ProtagonistTherap PTGX ... 16 42.06 –1.74 ... S 15.10 1.62 SoundHoundAI SOUN ... dd 15.01 +5.70 ...
16.24 2.38 Nkarta NKTX ... dd 2.58 –0.29 ... 125.50 90.04 Paccar PCAR 1.0 13 115.88 –1.12 .30 10.48 1.42 ProtaraTherap TARA ... dd 5.91 +2.90 ... 45.79 28.83 S&T Bancorp STBA 3.2 12 42.89 +0.10 .34 40.91 24.05 SouthPlainsFin SPFI 1.6 15 38.30 –0.59 .15
4.06 0.20 NKGenBiotech NKGN ... dd .44 +0.04 ... 10.65 1.16 PacBiosciCA PACB ... dd 2.03 +0.12 ... 41.55 13.22 Prothena PRTA ... dd 14.05 –2.16 ... 258.76 183.64 SBA Comm SBAC 1.8 35 220.38 –5.87 .98 45.91 24.98 SouthernFirstBcsh SFST ... 25 43.60 –1.09 ...
15.00 9.80 nLIGHT LASR ... dd 11.01 +0.15 ... 30.28 20.52 PacificPremBncp PPBI 4.8 dd 27.77 –0.63 .33 16.45 11.30 ProvidentFin PROV 3.5 15 16.12 –0.10 .14 36.52 5.30 SBCMedical SBC ... dd 6.17 –1.06 ... 68.69 39.00 SoMO Bancorp SMBC 1.4 15 65.73 +0.08 .23
3.50 0.60 Noodles NDLS ... dd .63 –0.05 ... 35.95 11.16 PaciraBioSci PCRX ... dd 19.27 +2.36 ... 25.36 13.18 PubMatic PUBM ... 55 16.81 +0.86 ... 11.50 1.98 Schmid SHMD ... dd 2.49 +0.19 ... 39.16 22.13 SouthernStBcsh SSBK 1.0 10 35.99 –1.23 .09
279.38 222.18 Nordson NDSN 1.2 31 254.40 –6.59 .78 16.01 8.83 PactivEvergreen PTVE 2.7 dd 14.68 +1.11 .10 14.84 5.46 Pulmonx LUNG ... dd 6.40 –0.05 ... 3.07 1.15 SCYNEXIS SCYX ... dd 1.20 –0.17 ... 11.95 10.12 SparkIAcqnA SPKL ... 57 10.54 –0.01 ...
105.44 49.07 NortheastBank NBN .0 13 101.47 +3.02 .01 76.82 15.66 PalantirTech PLTR ... cc 76.34 +9.26 ... 7.73 2.23 PumaBiotech PBYI ... 7 3.12 –0.27 ... 84.55 59.77 SEI Investments SEIC 1.1 20 84.09 +1.46 .46 24.51 17.74 SpartanNash SPTN 4.7 14 18.63 –0.35.2175
19.63 10.08 NorthernTechsIntl NTIC 2.0 25 13.99 +0.07 .07 7.93 0.45 PalladyneAI PDYN ... dd 4.46 –2.00 ... 34.00 17.33 PureTechHealth PRTC ... dd 22.10 –0.11 ... 21.70 11.70 SI-BONE SIBN ... dd 13.52 –0.04 ... 1.89 1.01 SperoTherap SPRO ... 15 1.17 +0.03 ...
111.87 76.67 NorthernTrust NTRS 2.8 13 107.92 –3.24 .75 409.16 260.09 PaloAltoNtwks PANW ... 53 405.90 +18.08 ... 2.33 0.69 PurpleInnovation PRPL ... dd .99 +0.03 ... 12.83 4.26 SIGA Tech SIGA .0 6 6.96 –0.32 .60 18.14 13.24 SpokHoldings SPOK 7.7 23 16.30 –0.11.3125
14.39 6.98 NorthfieldBanc NFBK 4.0 21 13.11 –0.27 .13 112.10 54.50 Palomar PLMR ... 26 110.45 +2.15 ... 6.85 1.64 PyxisOncology PYXS ... dd 1.67 –0.34 ... 10.04 9.95 SIMAcqnIA SIMA ... ... 10.01 +0.01 ... 18.05 9.17 Sportradar SRAD ... 85 17.68 +0.34 ...
91.72 43.92 NorthrimBanCorp NRIM 2.8 15 86.51 +1.44 .62 78.67 39.90 PapaJohn's PZZA 3.8 17 48.75 –1.08 .46 96.08 50.30 QCR Holdings QCRH .3 13 90.39 –1.72 .06 70.43 51.17 SJW Group SJW 3.0 19 52.99 –2.73 .40 4.62 1.81 SportsmansWrhs SPWH ... dd 2.12 –0.02 ...
0.19 0.03 NorthViewRt NVACR ... ... .03 +0.01 ... 26.34 16.59 ParamountA PARAA .8 dd 23.59 +0.83 .05 14.40 0.41 QT Imaging QTI ... dd .52 –0.03 ... 11.61 10.78 SKGrowthOppsA SKGR ... 52 11.59 +0.03 ... 11.70 10.78 SpringValleyII A SVII ... 31 11.21 ... ...
15.42 10.45 NorthwestBcshs NWBI 5.5 19 14.42 –0.26 .20 17.50 9.54 ParamountB PARA 1.8 dd 10.99 +0.14 .05 53.79 9.54 Q32Bio QTTB ... dd 25.92 –0.99 ... 28.22 16.39 SLM SLM 2.0 9 26.57 –0.81 .13 0.20 0.02 SpringValleyII Rt SVIIR ... ... .08 +0.01 ...
57.76 27.20 NorthwestPipe NWPX ... 19 55.67 –0.39 ... 34.50 22.74 Park-Ohio PKOH 1.6 25 31.32 –0.85 .125 38.69 13.71 QifuTechnology QFIN 3.1 8 36.83 –1.28 .60 16.90 14.41 SLR Invt SLRC 9.8 9 16.72 –0.03 .41 53.92 28.21 SpringWorks SWTX ... dd 41.56 +0.08 ...
57.49 46.15 NorthWesternEner NWE 4.9 14 53.43 –1.81 .65 1.79 0.45 PassageBio PASG ... dd .78 –0.36 ... 130.99 64.54 Qorvo QRVO ... dd 68.33 –0.72 ... 218.74 160.58 SPS Commerce SPSC ... 93 192.79 –0.28 ... 155.64 45.76 SproutsFarmers SFM ... 44 151.04 –3.44 ...
34.50 23.50 NorwoodFin NWFL 4.0 19 30.28 –0.62 .30 86.00 46.68 PathwardFinl CASH .2 13 84.60 +0.72 .05 230.63 131.18 Qualcomm QCOM 2.1 18 159.51 +0.98 .85 1.26 0.02 Srivaru SVMH ... ... .03 +0.01 ... 47.97 14.22 SpyreTherapeutics SYRE ... 3 27.08 –1.35 ...
247.21 124.42 Nova NVMI ... 37 195.18 +11.42 ... 16.16 10.63 PatriaInvts PAX 7.3 22 12.01 +0.05 .15 206.35 119.17 Qualys QLYS ... 34 155.38 +1.78 ... 77.69 56.64 SS&C Tech SSNC 1.3 27 76.12 –1.22 .25 52.68 25.04 StaarSurgical STAA ... 58 25.31 –3.79 ...
187.12 146.86 Novanta NOVT ... 99 165.71 –1.27 ... 148.35 85.32 PatrickIndustries PATK 1.7 20 137.60 +3.21.6667 6.22 1.41 QuantaSing QSG .0 3 2.82 +0.14 .201 11.37 3.76 SSR Mining SSRM ... dd 6.35 +0.54 ... 8.18 4.88 Stagwell STGW ... cc 7.62 –0.24 ...
23.86 3.53 Novavax NVAX ... dd 8.94 +0.22 ... 5.11 1.39 PatriotNatBncp PNBK ... dd 2.15 –0.10 ... 29.70 10.50 Quanterix QTRX ... dd 11.97 –0.36 ... 18.75 15.14 SWK Holdings SWKH ... 18 16.31 +0.40 ... 3.04 1.21 StdBioTools LAB ... dd 1.82 –0.02 ...
32.60 11.66 Novocure NVCR ... dd 27.96 +7.92 ... 30.68 19.45 Patterson PDCO 4.5 13 22.92 +1.43 .26 33.00 2.22 Quantum QMCO ... dd 13.75 –3.66 ... 26.72 24.77 SWPGrowth&Incm SWP ... ... 26.39 –0.05 ... 27.47 15.67 StarBulkCarriers SBLK15.6 5 15.98 –1.34 .60
3.10 1.40 Novonix NVX ... dd 1.77 –0.21 ... 12.65 7.38 PattersonUTIEn PTEN 4.3 dd 7.49 –0.91 .08 2.43 0.61 Quantum-Si QSI ... dd 1.33 +0.08 ... 20.03 12.83 SabraHealthcare SBRA 6.7 44 18.04 –0.69 .30 5.80 2.55 StarEquity STRR ... dd 2.56 –0.38 ...
79.03 1.30 Nukkleus NUKK ... ... 1.53 –0.26 ... 150.71 114.72 Paychex PAYX 2.7 30 142.86 –3.41 .98 10.54 10.08 QuettaAcqn QETA ... 41 10.54 +0.02 ... 4.68 1.81 Sabre SABR ... dd 3.74 –0.17 ... 15.31 10.93 Star STHO ... 2 11.00 –0.25 ...
29.56 7.65 NurixTherap NRIX ... dd 21.37 –0.74 ... 22.65 10.92 PaycorHCM PYCR ... dd 19.20 +1.14 ... 1.99 1.00 QuettaAcqnRt QETAR ... ... 1.50 –0.01 ... 90.00 71.99 SafetyInsurance SAFT 4.2 17 86.27 +0.43 .90 103.32 71.55 Starbucks SBUX 2.4 30 100.11 –2.35 .61
75.80 43.35 Nutanix NTNX ... dd 67.77 +2.49 ... 215.68 129.94 Paylocity PCTY ... 53 205.80 –1.74 ... 2.27 0.25 Quhuo QH ... dd 1.39 –0.01 ... 27.00 11.71 SagaComm SGA 8.4 16 11.96 –0.69 .25 28.38 6.33 StardustPower SDST ... dd 6.88 +0.23 ...
113.51 61.80 Nuvalent NUVL ... dd 94.31 –2.37 ... 11.29 4.22 Payoneer PAYO ... 32 10.95 +0.04 ... 75.86 29.74 QuidelOrtho QDEL ... dd 38.20 –2.80 ... 28.26 4.62 SageTherap SAGE ... dd 5.61 +0.14 ... 8.84 5.04 StealthGas GASS ... 3 5.14 –0.28 ...
26.15 24.99 NuvPfd&Incm NPFI 5.2 ... 25.92 –0.02 .118 90.27 55.77 PayPal PYPL ... 21 89.88 +3.11 ... 2.45 0.51 QuinceTherap QNCX ... dd 2.10 +0.05 ... 20.71 2.39 Sagimet SGMT ... dd 5.10 –0.59 ... 155.56 104.60 SteelDynamics STLD 1.3 12 136.90 –8.37 .46
152.89 45.83 NVIDIA NVDA .0 56 142.44 +4.19 .01 37.88 20.30 PeapackGladFin PGC .5 20 36.41 +0.27 .05 26.27 11.22 QuinStreet QNST ... dd 22.14 –0.64 ... 628.34 358.90 Saia SAIA ... 37 515.93 –53.15 ... 70.38 25.74 StepStone STEP 1.6 97 60.21 –5.68 .24
D ATA NASDAQ ISSUES FOREIGN MARKETS

203.49 67.95 SterlingInfr STRL ... 33 195.74 +1.29 ... 20.33 5.12 TravereTherap TVTX ... dd 19.22 +0.41 ... 21.07 6.31 ViantTech DSP ... cc 20.35 +1.47 ... 12.70 6.64 WarnerBrosA WBD ... dd 10.66 +0.18 ... 23.40 2.06 XIAO-I AIXI ... dd 5.87 –0.29 ...
50.01 37.99 StevenMadden SHOO 1.9 19 44.74 –0.84 .21 15.98 3.92 TreaceMed TMCI ... dd 7.93 –0.59 ... 29.11 6.69 ViaSat VSAT ... dd 8.80 –0.53 ... 38.05 27.06 WarnerMusic WMG 2.2 39 32.41 –0.11 .18 35.00 14.77 XOMARoyalty XOMA ... dd 30.15 –3.30 ...
5.05 2.06 StitchFix SFIX ... dd 4.63 –0.13 ... 4.00 1.10 TreviTherap TRVI ... dd 2.76 –0.12 ... 13.62 9.74 Viatris VTRS 3.8 dd 12.72 –0.37 .12 40.59 24.11 WashTrBcp WASH 6.2 14 36.42 –0.72 .56 27.03 13.14 XP XP 19.6 9 13.41 –0.13 .65
79.79 42.35 StockYardsBncp SYBT 1.6 21 77.82 +1.70 .31 51.06 31.73 TriCoBancshares TCBK 2.7 14 48.39 +0.05 .33 11.32 6.60 ViaviSolutions VIAV ... dd 10.47 +0.53 ... 16.86 10.60 WaterstoneFinl WSBF 4.0 21 15.01 –0.08 .15 9.96 3.81 XBiotech XBIT ... dd 6.40 –1.21 ...
17.58 4.09 StokeTherap STOK ... dd 13.27 +1.16 ... 28.51 22.45 TriMas TRS .6 40 25.87 –0.55 .04 61.05 30.90 Vicor VICR ... cc 56.84 +3.63 ... 33.25 20.26 Waystar WAY ... dd 30.92 +0.04 ... 73.38 46.79 XcelEnergy XEL 3.1 21 69.74 –2.82.5475
19.46 9.06 StoneCo STNE ... 7 9.16 –0.32 ... 76.97 46.28 Trimble TRMB ... 13 74.86 +1.89 ... 73.42 32.41 VictoryCapital VCTR 2.3 17 67.56 –1.92 .44 135.00 76.84 WeatherfordIntl WFRD 1.3 11 77.58 –4.72 .25 27.24 15.31 Xencor XNCR ... dd 25.34 –0.26 ...
106.77 61.68 StoneX SNEX ... 13 103.15 –0.61 ... 3.55 0.86 TrinityBiotech TRIB ... dd .93 –0.17 ... 6.06 2.08 VigilNeurosci VIGL ... dd 2.33 –0.14 ... 12.40 7.03 Weibo WB .0 7 9.82 +0.22 .80 50.99 35.53 XenonPharm XENE ... dd 42.72 +0.09 ...
14.93 6.05 Stratasys SSYS ... dd 9.60 –0.02 ... 15.44 13.05 TrinityCapital TRIN14.2 8 14.30 –0.37 .51 99.41 16.70 VikingTherap VKTX ... dd 50.80 –2.14 ... 20.65 15.62 Wendy's WEN 5.7 19 17.48 –0.88 .25 3.87 1.69 XerisBiopharma XERS ... dd 3.67 +0.39 ...
123.62 85.11 StrategicEd STRA 2.4 19 98.14 –0.67 .60 69.67 32.66 Trip.com TCOM ... 21 69.07 +4.42 ... 33.99 24.42 VillageSuper A VLGEA 3.2 9 30.93 –1.44 .25 8.19 1.58 WerewolfTherap HOWL ... dd 1.80 –0.20 ... 19.78 8.02 Xerox XRX 11.6 dd 8.60 –0.54 .25
43.35 20.87 Strattec STRT ... 11 42.71 +1.20 ... 28.76 12.93 Tripadvisor TRIP ... 61 14.33 ... ... 7.28 3.43 Vimeo VMEO ... 35 6.96 +0.43 ... 22.69 14.10 WeRide WRD ... dd 16.81 –0.56 ... 1.93 0.49 XilioTherap XLO ... dd 1.09 ... ...
30.66 20.30 StratusProp STRS ... cc 25.36 –0.39 ... 10.42 3.61 TriSalusLifeSci TLSI ... dd 4.73 +0.17 ... 11.85 9.01 VinciPartners VINP 6.8 16 10.30 +0.01 .16 43.26 33.12 WernerEnterprises WERN 1.4 54 39.37 –1.51 .14 38.74 11.08 Xometry XMTR ... dd 32.02 +0.97 ...
11.56 1.65 StrongholdDig SDIG ... dd 5.68 +0.48 ... 110.58 66.85 TriumphFinl TFIN ... cc 104.22 –2.87 ... 10.02 9.96 VineHillCapA VCIC ... ... 10.01 +0.01 ... 37.36 25.56 WesBanco WSBC 4.1 17 36.32 +0.98 .37 28.58 24.96 XtrkRreefGlbNat NRES 2.0 ... 25.24 –0.83 .231
62.85 26.61 StructureTherap GPCR ... dd 33.35 +0.20 ... 3.29 1.60 trivago TRVG ... dd 2.48 +0.31 ... 8.78 2.26 VinFastAuto VFS ... dd 4.89 +0.74 ... 24.85 15.80 WestBancorp WTBA 4.2 19 23.69 –0.18 .25 2.41 1.45 Xunlei XNET ... 9 2.07 +0.09 ...
13.46 5.68 SummitStateBk SSBI 2.1 10 7.50 –0.09 .04 18.74 7.55 TruBridge TBRG ... dd 18.32 +0.37 ... 1.94 0.50 ViomiTech VIOT ... dd 1.51 –0.16 ... 59.97 43.82 WestamericaBncp WABC 3.1 10 57.13 –0.10 .44 10.05 9.99 YHNAcqnI YHNA ... ... 10.02 –0.01 ...
33.89 2.05 SummitTherap SMMT ... dd 18.54 +0.08 ... 4.62 2.56 TrueCar TRUE ... dd 4.16 –0.10 ... 81.55 47.03 WesternDigital WDC ... 43 71.07 –1.92 ... 0.13 0.11 YHNAcqnIRt YHNAR ... ... .12 +0.01 ...
13.09 6.56 VirBiotech VIR ... dd 8.35 +0.39 ...
17.56 9.22 SunCountryAir SNCY ... 18 14.32 –0.07 ... 11.82 0.35 TruGolf TRUG ... ... .47 –0.07 ... 9.76 6.00 WestNewEngBncp WNEB 3.0 18 9.36 –0.02 .07 20.90 6.09 Y-mAbsTherap YMAB ... dd 10.54 –1.38 ...
18.50 7.73 VircoMfg VIRC .6 10 16.31 –0.11 .025
8.11 4.62 SunOpta STKL ... dd 7.79 +0.04 ... 79.38 11.75 TrumpMedia&Tech DJT ... dd 34.74 +3.14 ... 7.64 3.91 WestportFuelSys WPRT ... dd 4.31 –0.44 ... 11.00 1.90 YXT.COM YXT ... 7 2.21 –0.38 ...
38.45 16.02 VirtuFinancial VIRT 2.6 18 36.30 –1.01 .24
50.67 42.35 SunriseComms SNRE ... ... 47.43 –1.08 ... 57.90 19.69 Trupanion TRUP ... dd 53.46 +0.15 ... 11.21 5.28 WestrockCoffee WEST ... dd 6.92 –1.11 ... 41.96 33.32 YorkWater YORW 2.5 23 34.59 –1.25.2192
131.70 86.27 Visteon VC ... 5 93.21 –0.17 ...
38.89 25.83 TrustcoBank TRST 4.0 15 36.24 –1.00 .36 41.05 27.05 WeycoGroup WEYS 3.1 11 33.66 –2.052.00 36.60 13.48 ZaiLab ZLAB ... dd 27.97 –0.88 ...
22.26 9.23 SunRun RUN ... dd 10.58 –0.95 ... 37.20 19.41 VitaCoco COCO ... 36 36.31 +0.77 ...
40.73 25.24 Trustmark TRMK 2.4 dd 38.29 –0.82 .23 50.00 17.23 Willdan WLDN ... 27 43.42 –0.29 ... 413.27 232.29 ZebraTech ZBRA ... 56 409.32 +2.32 ...
30.00 13.94 SuperHiIntl HDL ... ... 22.46 +1.93 ... 48.41 14.14 VitalFarms VITL ... 32 35.44 +2.24 ...
9.69 3.92 TScanTherap TCRX ... dd 4.49 –0.28 ... 235.43 45.00 WillisLease WLFC .5 15 204.67 –13.40 .25 26.25 9.45 ZenasBioPharma ZBIO ... dd 10.85 –0.66 ...
122.90 17.25 SuperMicroComp SMCI ... 22 43.93 +11.29 ... 7.17 3.24 VividSeats SEAT ... dd 3.38 –0.20 ...
1.76 0.59 Tuniu TOUR ... dd 1.04 –0.10 ... 334.99 234.01 WillisTowers WTW 1.1 dd 322.57 +0.57 .88 18.07 2.66 ZentalisPharm ZNTL ... dd 3.50 –0.11 ...
21.80 11.66 SuperiorGroup SGC 3.4 20 16.55 –0.38 .14 10.39 8.02 Vodafone VOD ... 9 9.17 +0.20 ...
5.75 0.40 TurnstoneBiologics TSBX ... dd .50 –0.02 ... 1.87 0.61 WiMiHologram WIMI ... dd .80 –0.02 ... 9.76 4.20 ZevraTherap ZVRA ... dd 9.15 –0.18 ...
39.37 25.53 SupernusPharm SUPN ... 35 37.17 +0.60 ... 3.14 0.63 VorBiopharma VOR ... dd .82 –0.01 ...
18.74 9.77 TurtleBeach HEAR ... 67 18.56 +1.25 ... 433.86 240.60 Wingstop WING .3 99 340.09 +11.32 .27 70.90 37.76 ZiffDavis ZD ... 51 58.38 –0.47 ...
36.92 21.10 SurgeryPartners SGRY ... dd 21.89 –1.95 ... 11.20 9.95 VoyagerAcqnA VACH ... ... 10.02 ... ...
18.00 10.83 TwinDisc TWIN 1.3 18 12.26 –0.25 .04 451.30 330.25 Winmark WINA .9 37 400.97 –10.96 7.50
42.44 25.17 Surmodics SRDX ... dd 40.00 +0.55 ... 11.72 5.19 VoyagerTherap VYGR ... 9 6.45 –0.41 ... 83.67 38.06 Zillow A ZG ... dd 79.28 –2.25 ...
142.04 89.33 WintrustFinl WTFC 1.3 14 136.75 –1.26 .45
6.13 2.45 SutroBioph STRO ... dd 2.84 +0.19 ... 60.90 24.81 TwistBiosci TWST ... dd 52.70 +3.52 ... 86.88 38.45 Zillow C Z ... dd 82.22 –2.49 ...
W 3.44 1.55 WISeKey WKEY ... dd 2.06 –0.04 ...
58.28 17.11 Symbotic SYM ... dd 27.95 +1.05 ... 6.40 2.60 2seventybio TSVT ... dd 3.53 –0.46 ... 22.40 10.36 ZimVie ZIMV ... dd 13.93 –0.83 ...
16.74 3.50 WaveLifeSci WVE ... dd 15.27 +0.17 ... 229.79 102.21 Wix.com WIX ... cc 219.68 –4.06 ...
121.37 67.83 Synaptics SYNA ... 20 80.50 +0.26 ... 29.60 11.24 TyraBiosciences TYRA ... dd 15.73 +0.05 ... 63.22 37.76 ZionsBancorp ZION 2.9 13 59.16 –1.36 .43
292.36 211.03 WD-40 WDFC 1.3 54 273.81 –3.28 .88 201.64 131.12 Woodward WWD .6 30 179.71 –0.61 .25
25.34 15.00 SyndaxPharm SNDX ... dd 17.01 +0.29 ... U 92.80 55.06 ZoomComms ZM ... 29 86.22 +3.53 ...
311.28 199.81 Workday WDAY ... 44 266.42 +16.43 ...
629.38 457.52 Synopsys SNPS ... 36 517.28 –41.21 ... 25.66 10.05 Webtoon WBTN ... dd 12.97 +0.69 ... 1289.00 3.93 Zoomcar ZCAR ... 0 4.93 –0.26 ...
141.33 107.49 UFP Inds UFPI 1.0 18 133.04 –2.86 .33 149.31 101.85 WorldAcceptance WRLD ... 8 121.39 +0.47 ...
2.30 1.27 SyprisSolutions SYPR ... dd 1.56 ... ... 62.75 40.20 WSFS Financial WSFS 1.0 14 59.55 –0.47 .15 19.39 7.65 ZoomInfoTech ZI ... cc 11.04 +0.10 ...
129.94 75.03 UMB Fin UMBF 1.3 16 124.95 –0.54 .40 110.38 71.63 WynnResorts WYNN 1.1 11 94.37 –0.01 .25
8.17 0.18 SyrosPharm SYRS ... dd .24 –0.03 ... 9.77 0.67 WW Intl WW ... dd 1.37 +0.03 ... 259.61 153.45 Zscaler ZS ... dd 211.99 +5.40 ...
14.48 3.10 UPFintech TIGR ... 33 6.15 +0.36 ... XYZ
38.62 25.79 WaFd WAFD 2.9 14 35.93 –0.65 .26 31.37 12.90 Zumiez ZUMZ ... dd 22.34 +0.27 ...
T 21.86 10.25 USCB Financial USCB 1.0 19 19.79 –0.69 .05
2.47 0.14 Wag! PET ... dd .23 +0.01 ... 21.80 0.84 XBPEurope XBP ... dd 1.18 +0.04 ... 17.70 7.97 Zymeworks ZYME ... dd 14.25 +0.16 ...
7.84 2.30 TelaBio TELA ... dd 2.97 –0.17 ... 159.53 42.87 US Lime&Min USLM .1 44 152.54 –0.46 .05
27.05 8.08 WalgreensBoots WBA 11.7 dd 8.56 –0.46 .25 30.47 6.40 XCHG XCH ... ... 23.21 +8.28 ... 13.77 7.15 Zynex ZYXI ... 55 8.13 –0.19 ...
15.25 11.70 TFS Finl TFSL 8.3 49 13.64 –0.50.2825 2.53 0.97 uCloudlink UCL ... 11 1.21 –0.14 ...
2.07 0.78 TMCthemetals TMC ... dd .86 +0.01 ... 16.01 6.67 Udemy UDMY ... dd 8.40 +0.44 ...
248.15 153.84 T-MobileUS TMUS 1.3 28 243.78 –3.16 .88 574.76 318.17 UltaBeauty ULTA ... 17 428.17 +41.53 ...
56.47 27.61 UltraClean UCTT ... cc 38.08 –0.35 ...
72.98
5.75
125.81
37.03
1.57
97.50
TPG
TPIComposites
T.RowePrice
TPG 2.4
TPIC ...
TROW 4.0
dd
dd
14
68.78
1.58
123.83
–1.18 .38
–0.46 ...
–0.01 1.24
60.37
13.39
37.02
6.36
UltragenyxPharm
Ultralife
RARE ...
ULBI ...
dd
14
49.38
7.58
+1.75 ...
–0.09 ...
Europe Asia
22.70 3.67 TTEC TTEC11.3 dd 5.15 –0.03 .06 37.70 21.00 UnionBankshares UNB 4.0 18 35.60 +1.20 .36 May We: French shares rose, as opposition leaders promised Tanked: The threat of martial law left South Korea’s market
25.49 13.43 TTM Tech TTMI ... 37 24.63 +0.25 ... 11.35 3.73 uniQure QURE ... dd 7.45 +1.48 ... not to block a budget even after the prime minister resigned. the only weekly loser, among Asian bourses.
36.50 21.31 TWFG TWFG ... 25 33.05 –2.26 ... 105.09 37.02 UnitedAirlines UAL ... 12 100.28 +3.45 ...
5.00 2.87 Taboola TBLA ... dd 4.03 +0.47 ... 44.43 30.68 UnitedBkshrsWV UBSI 3.6 16 41.69 –0.58 .37
31.68 18.04 UnitedFire UFCS 2.0 16 31.55 +0.95 .16 S&P Europe BMI 1.98% S&P Pan Asia BMI 1.93%
21.10 11.12 TactileSystems TCMD ... 28 18.29 –1.25 ...
191.91 135.24 TakeTwoSoftware TTWO ... dd 189.71 +1.33 ... 16.25 6.75 UnitedGuardian UG 7.0 13 10.02 +0.18 .35 Greece 5.42 Taiwan 4.36
230.89 58.00 TalenEnergy TLN ... 12 221.41 +7.00 ... 10.01 7.02 UnitedSecBcshrs UBFO 4.8 10 10.01 +0.18 .12
417.82 208.62 UnitedTherap UTHR ... 16 369.67 –0.82 ...
Italy 3.95 Indonesia 3.80
1.61 0.62 Talphera TLPH ... dd .69 –0.02 ...
53.69 21.85 TandemDiabetes TNDM ... dd 30.11 –0.52 ... 6.71 2.57 Uniti UNIT10.3 14 5.80 –0.11 .15 Germany 3.77 India 2.75
13.01 2.70 TangoTherap TNGX ... dd 3.39 –0.56 ... 48.22 25.33 UnityBancorp UNTY 1.1 12 45.62 +0.22 .13 Sweden 3.71 China 2.63
12.00 10.98 TargetGlbl I A TGAA ... dd 11.35 ... ... 2.02 1.10 UnityBiotech UBX ... dd 1.19 –0.05 ...
237.00 148.75 UnivDisplay OLED 1.0 32 158.11 –6.41 .40 Spain 3.43 Thailand 1.98
52.99 16.75 TarsusPharm TARS ... dd 51.79 –0.66 ...
19.60 10.56 TaskUs TASK ... 26 15.22 +0.56 ... 14.20 7.17 UnvlElectronics UEIC ... dd 11.71 +0.13 ... France 2.61 Malaysia 1.88
26.17 9.08 TatTechnologies TATT ... 33 24.95 +2.17 ... 53.29 25.74 UnivLogistics ULH .9 10 47.88 –4.23 .105
45.30 15.41 UnvlStainless USAP ... 16 44.29 –0.13 ...
Netherlands 2.45 Japan 1.67
4.32 1.19 TayshaGene TSHA ... dd 2.48 –0.76 ...

12.28 11.32 Tech&TelecomA TETE ... dd 12.25 +0.02 ... 32.75 18.41 UnivestFin UVSP 2.6 13 31.93 +0.17 .21 Denmark 2.10 Philippines 1.50
41.93 22.01 TechTarget TTGT ... dd 25.54 –6.57 ... 38.72 26.50 Upbound UPBD 4.4 23 33.88 –0.51 .39 Finland 1.87 Singapore 1.41
53.34 12.12 TectonicTherap TECX ... dd 51.47 +1.69 ... 4.95 1.79 UplandSoftware UPLD ... dd 4.45 +0.78 ...
86.07 20.60 Upstart UPST ... dd 77.16 –1.63 ... U.K. 0.37 Hong Kong 1.34
8.62 4.77 Ericsson ERIC 2.0 dd 8.33 +0.19.1326
15.87 6.93 Telesat TSAT ... 7 15.50 +2.04 ... 29.46 17.09 UpstreamBio UPB ... ... 23.84 +1.97 ... Switzerland 0.15 -0.19 Australia
17.79 8.43 Upwork UPWK ... 27 16.96 –0.01 ...
19.99 14.44 TelixPharm TLX ... cc 16.70 +0.21 ...
52.68 33.86 UrbanOutfitters URBN ... 14 49.98 +1.25 ...
Belgium 0.05 -1.28 South Korea
5.03 1.89 Telos TLS ... dd 3.41 +0.01 ...
79.49 22.89 TempusAI TEM ... ... 50.44 –12.15 ... 20.70 10.60 UroGenPharma URGN ... dd 12.29 –0.41 ... -0.36 Norway -1.47 New Zealand
57.90 12.95 10xGenomics TXG ... dd 15.87 –0.03 ... 2.00 1.30 Usio USIO ... 14 1.37 –0.14 ...
Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices
53.50 35.25 Tenable TENB ... dd 42.42 +0.44 ... 87.00 63.02 UtahMedProducts UTMD 1.9 15 63.84 –1.41 .30
7.01 1.61 TenayaTherap TNYA ... dd 3.58 +0.01 ... 3.54 2.20 UTStarcom UTSI ... dd 2.73 –0.26 ...
163.21
11.40
91.84
4.32
Teradyne
TernsPharm
TER .4
TERN ...
38
dd
118.51
6.55
+8.51 .12
+0.31 ... V
9.10 1.41 Uxin UXIN ... dd 4.29 +0.27 ...
Key Foreign Stock Market Indexes
Most Recent Week’s Year-to-Date Most Recent Week’s Year-to-Date
11.64 6.92 TerritorialBncp TBNK .4 dd 10.70 –0.11 .01 4.50 1.39 VNET VNET ... dd 4.12 +0.24 ... Close %Chg. Chg. % Chg. Close %Chg. Chg. % Chg.
389.49 138.80 Tesla TSLA ... cc 389.22 +44.06 ... 11.74 2.27 VOXX Intl VOXX ... dd 7.43 –0.38 ... Amsterdam AEX 891.67 +1.13 +104.85 +13.33 Milan FTSE All Share 36829 +3.50 +4350.54 +13.39
51.20 31.61 TetraTech TTEK .5 35 42.69 +1.18 .058 123.92 57.10 VSE VSEC .3 cc 118.63 +1.37 .10
21.09 0.26 TevogenBio TVGN ... dd 1.13 –0.18 ... Athens General 1456.52 +4.52 +163.38 +12.63 Oslo Composite 1662.44 –0.55 +143.12 +9.42
11.70 2.07 Vacasa VCSA ... dd 4.25 +0.35 ...
91.80 54.68 TexasCapBcshs TCBI ... cc 87.71 –0.74 ... 11.22 6.47 ValleyNatlBncp VLY 4.2 17 10.51 –0.13 .11 Bangkok SET 1451.96 +1.71 +36.11 +2.55 Paris CAC 7426.88 +2.65 –116.30 –1.54
220.39 155.46 TexasInstruments TXN 2.8 36 193.10 –7.93 1.36 11.30 3.82 Valneva VALN ... dd 4.14 +0.09 ... Bombay Sensex 81709 +2.39 +9468.85 +13.11 Santiago Selective 3595.06 +1.10 +127.52 +3.68
206.04 112.87 TexasRoadhouse TXRH 1.2 34 196.56 –8.71 .61 11.69 11.01 ValuenceI A VMCA ... 84 11.52 ... ... Brussels Bel-20 4242.64 +0.36 +534.87 +14.43 Sao Paulo Bovespa 125945 +0.22 –8239.57 –6.14
61.17 29.92 TheBancorp TBBK ... 15 57.56 –0.87 ... 6.75 3.46 VandaPharm VNDA ... dd 4.84 –0.31 ... Buenos Aires Merval 2202444 –2.47 +1272740 +136.90 Seoul Composite 2428.16 –1.13 –227.12 –8.55
2.75 1.15 TherapeuticsMD TXMD ... dd 1.23 –0.19 ... 21.50 10.19 VarexImaging VREX ... dd 15.72 –0.96 ...
11.71 7.44 TheravanceBio TBPH ... dd 9.88 +0.63 ... Copenhagen OMX 20 2438.81 +2.21 +155.28 +6.80 Shanghai Composite 3404.08 +2.33 +429.14 +14.43
60.58 41.13 VaronisSystems VRNS ... dd 49.81 –0.15 ...
37.15 18.00 ThirdCoastBcshs TCBX ... 15 35.10 –0.40 ... 4.55 2.11 VastaPlatform VSTA ... dd 2.20 –0.31 ... Dublin ISEQ 9799.07 +1.98 +1038.71 +11.86 Shenzhen B Share Idx 1229.50 +1.52 +148.50 +13.74
16.94 8.07 ThirdHarmonic THRD ... dd 11.70 –1.06 ... 121.06 53.83 Vaxcyte PCVX ... dd 93.31 –1.03 ... EURO STOXX SXXE 513.74 +2.99 +39.60 +8.35 Singapore FTSE STI 3796.16 +1.52 +555.88 +17.16
2.60 0.50 ThredUp TDUP ... dd 1.74 +0.01 ... 18.56 2.13 Veea VEEA ... dd 2.59 –0.30 ... EURO STOXX 50 SXSE 4977.78 +3.61 +456.13 +10.09 Stockholm OMXS 998.13 +3.36 +95.24 +10.55
14.99 10.21 ThunderBridgeIV A THCP ... dd 13.88 +2.94 ... 49.25 25.52 VeecoInstr VECO ... 21 27.79 –0.08 ...
Frankfurt DAX 20384 +3.86 +3632.97 +21.69 STOXX Europe 50 SXSP 4416.25 +2.03 +322.88 +7.89
12.12 0.25 ThunderPower AIEV ... dd .30 –0.17 ... 11.48 1.67 VentyxBiosciences VTYX ... dd 3.12 +0.44 ...
2.97 1.26 TilrayBrands TLRY ... dd 1.28 –0.06 ... 8.32 4.38 VeraBradley VRA ... cc 5.65 –0.20 ... Helsinki OMHX 9742.16 +1.92 –355.53 –3.52 STOXX Europe 600 SXXP 520.47 +2.00 +41.48 +8.66
33.98 23.93 TimberlandBncp TSBK 3.0 11 33.26 +0.87 .25 51.61 13.09 VeraTherap VERA ... dd 48.46 –1.29 ... Hong Kong Hang Seng 19865 +2.28 +2818.46 +16.53 Sydney S&P/ASX 200 8420.90 –0.18 +830.08 +10.94
29.30 12.30 TitanMachinery TITN ... 11 14.98 –0.47 ... 46.00 18.61 Veracyte VCYT ... dd 44.13 +1.18 ... Istanbul IMKB 10081 +4.44 +2610.82 +34.95 Taipel Weighted 23193 +4.18 +5262.46 +29.35
40.47 19.41 Torm TRMD29.9 3 19.63 –1.31 1.20 61.49 32.31 Vericel VCEL ... cc 56.37 –1.77 ...
Jakarta Composite 7382.79 +3.77 +109.99 +1.51 Tel Aviv 125 Index 2363.75 +3.00 +476.67 +25.26
50.66 28.01 TowerSemi TSEM ... 27 49.82 +2.69 ... 38.17 21.28 VerintSystems VRNT ... 32 30.63 +5.43 ...
38.28 25.70 TowneBank TOWN 2.7 19 36.97 +0.34 .25 220.91 167.05 VeriSign VRSN ... 22 191.14 +3.96 ... Johannesburg All Share 86938 +2.87 +10045 +13.06 Tokyo Nikkei-225 39091 +2.31 +5627.00 +16.81
307.64 209.00 TractorSupply TSCO 1.6 27 282.46 –1.21 .22 296.58 217.34 VeriskAnalytics VRSK .5 45 287.06 –7.15 .39 Kuala Lumpur Composite 1613.25 +1.19 +158.58 +10.90 Toronto S&P/TSX 25691 +0.17 +4733.36 +22.58
141.53 61.48 TradeDesk TTD ... cc 139.11 +10.56 ... 31.62 18.08 Veritex VBTX 2.6 19 30.45 +0.04 .20 LISBON PSI 4177.77 –1.75 –554.51 –11.72 Vienna ATX 3583.69 +1.25 +148.72 +4.33
141.69 86.06 Tradeweb TW .3 63 130.84 –4.66 .10 7.76 1.48 Veritone VERI ... dd 2.63 –0.01 ... London FTSE - 100 8308.61 +0.26 +575.37 +7.44 Wellington S&P/NZX 50 12809 –1.97 +1039.10 +8.83
0.26 0.06 TrailblazerI Rt TBMCR ... ... .15 +0.05 ... 40.76 11.39 VeronaPharma VRNA ... dd 40.50 +0.87 ...
Madrid IBEX 35 12072 +3.70 +1969.90 +19.50 Zurich Swiss 11780 +0.14 +642.86 +5.77
11.61 10.41 TrailblazerI A TBMC ... 71 11.13 +0.02 ... 11.41 0.70 VerricaPharm VRCA ... dd 1.01 –0.27 ...
7.97 3.32 TransActTechs TACT ... dd 4.24 +0.08 ... 18.38 7.86 VersaBank VBNK .4 14 18.01 +0.02.0185 Manila Composite 6729.14 +1.74 +279.10 +4.33
147.12 94.29 Transcat TRNS ... 51 102.06 –2.83 ... 57.74 23.31 Vertex VERX ... cc 56.31 +2.06 ... Mexico City IPC 51348 +3.08 –6037.45 –10.52 Indexes are based on local currencies. Because of various holidays and other market closings, the most
177.37 66.10 TransMedics TMDX ... 73 68.26 –18.45 ... 519.88 348.46 VertexPharm VRTX ... dd 462.10 –6.03 ... recent close is not necessarily that of the week of publication.
20.85 7.12 Travelzoo TZOO ... 20 20.51 +0.55 ... 19.34 4.31 VerveTherap VERV ... dd 6.47 +0.86 ...
D ATA TOP 500 EXCHANGE-TRADED PORTFOLIOS B A R R ON S .C OM / D ATA

Tick Div Tick Div Tick Div Tick Div Tick Div
NOTICE TO READERS: Listed are Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt.
the top 500 ETF’s based on weekly InvscBS24CpBd BSCO 3.6 21.14 +0.01 .0803 CommSvsSPDR XLC .9 100.93 +2.53 .2692 FundGrannyUSLC GRNY ... 21.11 +0.38 ... iShiBoxx$IGCpBd LQD 4.3 110.70 +0.15 .415 SPDR DJIA Tr DIA 1.4 447.15 –2.94 .2662
volume. InvscBS26CpBd BSCQ 4.0 19.49 +0.04 .0678 CnsmrDiscSel XLY .6 232.80 +10.50 .4047 GlbXCopperMiners COPX 1.3 41.98 –0.65 .3907 iShLatinAmer40 ILF 6.6 23.09 –0.08 .8603 SPDREuroStx50 FEZ 2.7 50.19 +1.62 .0845
InvscBS29CpBd BSCT 4.4 18.59 +0.06 .0686 ConsStaplesSPDR XLP 2.6 82.38 –0.84 .439 GlbX MLP&Energy MLPX 4.1 62.56 –1.76 .65 iShMSCIAustralia EWA 3.7 25.70 –0.73 .4883 SPDRGoldMini GLDM ... 52.15 –0.55 ...
Tick Div
Name Sym Yld Last Chg. Amt. InvscEW0-30YTrea GOVI 3.4 28.30 +0.17 .08 DimenEmgCore DFAE 2.1 26.20 +0.28 .1789 GlbXRuss2000Cvr RYLD 11.7 16.75 +0.05 .1617 iShMSCIBrazil EWZ 8.4 25.27 –0.25 1.221 SPDR Gold GLD ... 242.95 –2.64 ...
InvscKBWBank KBWB 2.3 69.78 –1.25 .4241 DimenIntlCore DFAI 2.4 30.68 +0.35 .3819 GlbXSilverMiners SIL .4 38.39 +2.06 .1374 iShMSCICda EWC 1.9 42.88 –0.37 .4859 SPDRNuvBBHYMuni HYMB 4.2 26.19 –0.04 .0925
Bats InvscNasd100 QQQM .6 216.72 +6.92 .2999 DimenIntlValue DFIV 3.7 36.91 +0.18 .2352 GlbX US Pfd PFFD 6.2 20.27 –0.25 .1025 iShMSCI EAFE EFA 2.9 80.08 +1.11 .9307 SPDRNuveenMuniBd TFI 2.9 46.64 +0.07 .1173
ARKGenomicRev ARKG ... 26.43 +0.45 ... InvscQQQI QQQ .5 526.48 +16.74 .6769 DimenShDurFix DFSD 4.5 47.47 +0.14 .2681 GlbX Uranium URA 5.4 31.80 –0.55 1.6816 iSh MSCI EM EEM 2.4 43.85 +0.59 .748 SPDRPtfAggBd SPAB 3.8 25.63 +0.02 .0815
ARK21ShrsBitcoin ARKB ... 101.48 +4.51 ... iShBiotech IBB .3 141.30 –0.25 .126 DimenUSCore DFAU 1.0 42.34 +0.29 .1089 GSTreasury0-1Y GBIL 5.0 99.95 –0.24 .413 iShMSCIFrance EWQ 3.1 37.22 +0.97 .9146 SPDRPtfDevxUS SPDW 2.7 36.17 +0.35 .6182
AlphaArch1-3M BOXX .0 109.90 +0.07 .2906 iShBitcoin IBIT ... 57.80 +2.59 ... DimenUSCoreEq2 DFAC 1.0 36.46 +0.01 .094 GrShrGold BAR ... 25.99 –0.26 ... iShMSCIGermany EWG 2.3 33.39 +1.12 .7585 SPDRPtfEM SPEM 2.5 40.14 +0.74 .4514
DimenIntlHiProf DIHP 2.1 26.55 +0.33 .1036 iShBrdUSDInvCpBd USIG 4.0 51.68 +0.03 .1913 DimenUSHiProf DUHP 1.2 35.63 +0.03 .0766 GrayscaleBTCMini BTC ... 45.10 +2.01 ... iShMSCIHongKong EWH 4.5 17.29 –0.15 .4295 SPDR PtfHYBd SPHY 7.7 23.83 –0.10 .1552
FTVestLadBuffer BUFR ... 30.79 +0.11 ... iShCoreMSCITotInt IXUS 2.1 69.96 +0.82 1.0484 DimenUSLCVal DFLV 1.6 31.90 –0.71 .1235 GrayscaleBitcoin GBTC ... 80.70 +3.61 ... iShMSCIIndonesia EIDO 4.1 20.40 +0.51 .1758 SPDRPtfIntermCpBd SPIB 4.4 33.26 ... .1227
FTVestRising RDVI 7.4 25.74 –0.56 .1812 iShCoreS&PUSVal IUSV 1.9 98.04 –1.98 .4397 DimenUSSCETF DFAS .9 69.83 –0.86 .1624 GrayscaleEtherMini ETH ... 38.26 +4.42 ... iShMSCIIntlQual IQLT 2.5 39.58 +0.64 .3689 SPDR PtfIntTrea SPTI 3.7 28.40 ... .0873
FidBlueChipGr FBCG .0 48.12 +2.11 .008 iShCoreTotUSDBd IUSB 3.6 46.27 +0.05 .1498 DimenUSSCValue DFSV 1.2 32.79 –0.77 .1136 GrayscaleEthereum ETHE ... 34.07 +3.92 ... iShMSCIJapan EWJ 1.9 71.08 +1.39 .8746 SPDRPtfLTCorpBd SPLB 4.9 23.56 +0.06 .0971
FidelityEthereum FETH ... 40.64 +4.76 ... iShESGAwareMSCI ESGD 3.0 80.39 +1.06 .9185 DimenWorldexUS DFAX 2.6 26.01 +0.23 .1815 HealthCrSelSect XLV 1.6 144.28 –3.13 .5772 iShMSCIMexico EWW 2.9 51.70 +1.43 .4756 SPDRPtfLtTrea SPTL 3.8 28.00 +0.13 .0877
FidWiseBTC FBTC ... 88.92 +4.01 ... iShESGAwareEM ESGE 2.5 34.99 +0.45 .6208 DirexCSIChinaInt CWEB 2.4 35.54 +0.54 .0856 iMGPDBiMgdFut DBMF 5.2 27.35 +0.14 .2507 iShMSCISingapore EWS 3.8 22.99 +0.26 .5344 SPDRS&P500Value SPYV 1.9 54.15 –1.12 .2765
GlbXUSInfrDevt PAVE .5 44.77 –0.96 .156 iShESGAwareUSA ESGU 1.1 134.05 +1.33 .3842 DirexCSI300CnABl2 CHAU 2.7 15.54 +0.06 .0627 IndSelSectorSPDR XLI 1.3 140.56 –3.43 .431 iShMSCISthKorea EWY 3.0 54.96 –2.47 1.651 SPDRPtfS&P500 SPLG 1.2 71.52 +0.63 .2158
GS PhysGold AAAU ... 26.02 –0.28 ... iShEthereum ETHA ... 30.77 +3.58 ... DirexDJBull3X WEBL ... 31.44 +4.50 ... InvscDBComm DBC 5.0 21.91 –0.23 1.0893 iShMSCISpain EWP 3.0 33.68 +0.95 .4748 SPDRS&P500Growth SPYG .6 90.09 +2.73 .1295
InnovS&P500PwrD PDEC ... 39.00 +0.17 ... iShExponentialTech XT .5 62.77 +1.14 .1582 DirexChinaBr3 YANG 11.4 75.75 –3.41 1.6256 InvscDBUSDBull UUP 5.8 29.93 +0.08 1.7455 iShMSCITaiwan EWT 3.3 54.85 +1.70 5.527 SPDRS&P500HiDiv SPYD 4.0 45.98 –1.32 .4571
iPathS&P500VIX VXX ... 41.76 –0.83 ... iShFallAngelUSDBd FALN 5.6 27.24 –0.08 .133 DirexChinaBl3 YINN 2.0 29.01 +1.23 .03 InvscNatAMTFrMuni PZA 3.1 24.26 +0.11 .0648 iShMSCIUK EWU 4.0 35.90 +0.10 .7471 SPDRPtfS&P400MC SPMD 1.3 58.47 –0.67 .1973
iShBrdUSDHYCpBd USHY 6.7 37.40 –0.13 .2103 iSh5-10YIGCpBd IGIB 3.9 52.77 +0.04 .192 DirexFinlBear3 FAZ 8.9 5.71 +0.31 .1016 InvscPreferred PGX 6.9 11.91 –0.07 .0577 iShNatlMuniBd MUB 2.9 108.56 +0.02 .2614 SPDRPtfS&P600SC SPSM 1.7 48.44 –0.74 .198
iShCoreMSCIEAFE IEFA 3.1 74.61 +0.96 1.3096 iShGSCICmDynRoll COMT 5.1 25.73 –0.30 1.3016 DirexFinlBull3 FAS .8 171.72 –10.28 .3161 InvscS&P500EW RSP 1.4 185.19 –2.43 .6948 iShRuss2000Val IWN 1.7 177.28 –3.05 .8619 SPDRPtfSTCpBd SPSB 4.8 29.99 –0.04 .1227
iShCurrMSCIEAFE HEFA 2.8 35.76 +0.57 .6036 iShGlbCleanEner ICLN 1.8 12.10 –0.29 .1228 DirexGoldMinBr2 DUST 6.1 60.81 +2.70 .5855 InvscS&P500HiDiv SPHD 3.3 50.39 –1.36 .1378 iShRussMC IWR 1.2 94.80 –0.67 .218 SPDRShtTermTrea SPTS 4.2 29.08 –0.04 .0956
iShIntlSelDiv IDV 6.1 28.81 +0.09 .236 iShGlbInfr IGF 3.2 54.81 –0.89 .9069 DirexGoldMinBl2 NUGT 1.7 41.24 –1.96 .0656 InvscS&P500LowVol SPLV 1.9 73.07 –1.78 .1082 iShRussMCGrw IWP .4 138.52 +3.25 .1652 SPDRS&PBank KBE 2.2 60.78 –1.06 .3245
iShTransportAvg IYT 1.1 71.60 –3.12 .1864 iShiBdsDec25Trea IBTF 4.0 23.32 –0.04 .0814 DirexJrGoldMinBr2 JDST 7.6 27.13 +0.33 .3541 InvscS&P500Mom SPMO .4 98.70 +1.87 .0692 iShRussMCVal IWS 1.4 137.70 –2.45 .5858 SPDR S&P 500 SPY 1.2 607.81 +5.26 1.7455
iShUSHomeConstrn ITB .4 118.98 –4.84 .1435 iShiBdsDec24Trea IBTE .0 23.86 –0.13 .1422 DirexJrGoldMnBl2 JNUG 1.9 42.86 –0.89 .146 InvscS&P500Qual SPHQ 1.1 69.28 +0.21 .1881 iShRuss1000 IWB 1.1 335.71 +3.18 .8692 SPDR S&P Home XHB .5 119.09 –3.80 .1264
iShEdgeMSCIMinUSA USMV 1.6 93.53 –1.02 .3603 iShiBdsDec27Trea IBTH 3.7 22.30 –0.02 .0736 DirexRealEstBl3 DRN 2.0 12.15 –1.08 .0597 InvscS&P500Top50 XLG .7 51.04 +1.27 .0863 iShRuss1000Grw IWF .4 412.78 +14.40 .5575 SPDR S&P Metals XME .6 65.44 –3.31 .1056
iShEdgeMSCIUSAMom MTUM .5 217.55 +1.03 .1623 iShiBdsDec26Trea IBTG 3.7 22.83 –0.03 .0765 DirexRegBksBl3x DPST 1.3 148.08 –8.36 .4931 InvscS&PMCMom XMMO .3 134.19 –1.14 .1087 iShRuss1000Val IWD 1.8 195.92 –3.87 1.023 SPDRS&PRegBkg KRE 2.4 66.56 –1.17 .3818
iShEdgeMSCIUSAQual QUAL 1.0 186.46 +1.17 .375 iShJPMUSDEmBd EMB 4.5 92.45 +0.30 .3606 DirexS&P500Br3 SPXS 7.8 5.71 –0.13 .0843 InvscSrLoan BKLN 8.5 21.14 +0.03 .1702 iShRuss2000 IWM 1.1 238.93 –2.94 .5221 SchwabEM Equity SCHE ... 28.18 +0.50 ...
iShExpTechSftwr IGV ... 110.05 +5.29 ... iShMBS MBB 3.5 93.95 +0.02 .2823 DirexS&PBiotBr3 LABD 5.3 5.62 +0.08 .0577 InvscSolar TAN ... 35.32 –1.51 ... iShS&P500Grw IVW .5 103.99 +3.03 .0836 Schwab5-10YCpBd SCHI 5.0 22.62 +0.02 .0945
iShFRBd FLOT 5.9 50.92 –0.15 .2486 iShMSCIACWI ACWI 1.5 123.12 +1.35 .9354 DirexS&PBiotBl3 LABU .4 122.59 –2.94 .1606 InvscUltShDur GSY 5.7 50.16 +0.07 .2172 iShS&P500Value IVE 1.8 201.91 –4.26 1.1377 SchwabFdEMEq FNDE ... 30.93 +0.40 ...
iShMSCIEAFEGrw EFG 1.5 103.30 +2.19 .6555 iShMSCIACWIxUS ACWX 2.7 55.09 +0.68 .7141 DirexS&P500Br1 SPDN 6.2 10.72 –0.08 .1456 InvscVarRtPfd VRP 5.8 24.48 –0.04 .109 iShShtNatlMuniBd SUB 2.1 105.71 –0.10 .1663 SchwabFdIntlEq FNDF ... 35.63 +0.22 ...
iShMSCIEurozone EZU 2.8 49.26 +1.40 1.0429 iShMSCIACxJpn AAXJ 1.3 75.10 +0.90 1.1081 DirexS&P500Bl3 SPXL .6 189.22 +4.53 .1925 iShChinaLC FXI 2.2 30.77 +0.46 .0848 iShSilver SLV ... 28.25 +0.33 ... SchwabFdUSLgCo FNDX ... 24.87 –0.24 ...
iShMSCIIndia INDA ... 55.67 +0.89 ... iShMSCIChina MCHI 1.7 47.81 +0.49 .1905 DirexHiBetaBull3X HIBL .9 52.21 +2.75 .0658 iShCoreDivGrowth DGRO 2.1 64.08 –0.86 .4031 iShTIPSBond TIP 2.5 108.83 +0.07 .0648 SchwabFdUSSmCo FNDA 1.3 31.87 –0.35 .0778
iShMSCIEAFEValue EFV 4.5 55.09 +0.34 1.5357 iShMSCIEAFESC SCZ 1.6 64.43 +0.45 .8304 DirexS&POilBr2 DRIP 5.1 10.54 +1.35 .1241 iShCoreMSCIEM IEMG 2.7 54.94 +0.63 .5095 iSh10-20YTreaBd TLH 4.0 105.51 +0.47 .359 SchwabIntmUSTrsr SCHR 3.6 24.73 +0.03 .0746
iSh25+YTrStrip GOVZ 4.1 11.22 +0.11 .0375 iShMSCIEMxChina EMXC 1.9 58.52 +0.75 .491 DirexS&POilBl2 GUSH 2.9 29.32 –4.47 .1992 iShCoreMSCIEur IEUR 3.1 57.26 +0.95 1.1922 iSh10+YIGCpBd IGLB 4.8 52.26 +0.13 .2061 SchwabIntEquity SCHF ... 19.76 +0.15 ...
iSh20+YTrBdBuy TLTW 15.1 25.20 –0.20 .3314 iSh1-5YIGCpBd IGSB 3.6 52.10 –0.05 .1782 DirexSemiBr3x SOXS 7.3 22.14 –1.51 .2343 iShMSCIIntlDev IDEV 2.9 68.41 +0.74 .8684 iShTreaFRBd TFLO 5.3 50.50 –0.13 .2709 SchwabIntlSC SCHC ... 36.95 +0.18 ...
iShUSTreasuryBd GOVT 3.1 22.98 +0.03 .0596 iSh1-3YTreaBd SHY 3.6 82.23 –0.09 .2616 DirexSemiBl3 SOXL 1.0 29.61 +1.55 .0595 iShCoreS&P500 IVV 1.2 610.83 +5.76 1.6111 iShUSCnsmrDisc IYC .5 101.00 +3.31 .1307 SchwabST USTr SCHO 4.2 24.22 –0.03 .0835
iShUltShBd ICSH 5.2 50.51 –0.14 .2206 iShPfd&Incm PFF 5.6 32.55 –0.40 .1596 DirexScBear3 TZA 6.9 10.48 +0.40 .1475 iShCoreS&P MC IJH 1.2 66.67 –0.73 .16 iShUSEqFactRotat DYNF .6 53.35 +0.61 .0437 SchwabUS AggrBd SCHZ 3.7 23.28 +0.01 .0707
JPMBetaEurope BBEU 3.0 58.87 +1.03 .2882 iShSelectDiv DVY 3.3 139.79 –3.62 .9304 iShUSRealEst IYR 2.4 99.69 –2.62 .7126 SchwabUS BrdMkt SCHB ... 23.69 +0.20 ...
DirexSCBull3 TNA .8 53.63 –2.26 .0333 iShCoreS&P SC IJR 1.2 124.52 –2.01 .3263
iShSemiconductor SOXX .7 219.83 +4.43 .2249 iShUSRegBks IAT 2.8 55.17 –1.29 .3038 SchwabUS Div SCHD 3.4 28.82 –0.71 .2515
JPMBetaJapan BBJP 2.7 58.79 +1.14 1.6015 DirexKRBull3 KORU 5.2 4.18 –0.62 .0154 iShCoreS&PTotUS ITOT 1.2 134.28 +1.18 .4656
iSh7-10YTreaBd IEF 3.2 95.27 +0.08 .2709 iShUSTech IYW .2 165.43 +6.10 .1071 SchwabUS LC SCHX 1.1 24.15 +0.26 .0653
JPMCorePlusBd JCPB 5.0 47.24 +0.06 .2081 DirexTechBear3 TECS 7.4 43.71 –4.10 .5556 iShCoreUSAggBd AGG 3.6 99.33 +0.13 .2948
iShShortTreaBd SHV 4.6 110.22 –0.28 .4723 iSh0-5YHYCpBd SHYG 6.8 43.14 –0.16 .2367 SchwabUS LC Grw SCHG ... 28.71 +0.92 ...
JPM Municipal JMUB 3.4 50.99 +0.02 .1449 DirexTechBull3 TECL .3 101.85 +8.34 .0709 iShUSMedDevices IHI .4 60.17 –0.94 .0314
iSh3-7YTreaBd IEI 2.9 117.17 +0.04 .2955 iSh0-5YTIPSBd STIP 2.6 101.04 –0.04 .6591 SchwabUS LC Val SCHV 2.1 27.56 –0.55 .1446
JPMUltShMuni JMST 3.3 50.82 –0.08 .1551 Direx20+TreaBr3 TMV 4.6 31.90 –0.71 .3161 iShESGUSAggBd EAGG 3.8 47.62 +0.06 .1507
iSh20+YTreaBd TLT 3.6 94.39 +0.42 .3083 iSh0-3MTreaBd SGOV 4.1 100.41 –0.27 .4276 SchwabUS MC SCHM ... 29.66 –0.33 ...
NeosS&P500Hi SPYI 11.6 52.68 +0.40 .5196 Direx20+YrTrBull TMF 3.3 50.97 +1.18 .4351 iShFlexibleIncmAct BINC 5.4 52.90 –0.03 .2376
JPMNasdEqPrem JEPQ 9.3 57.62 +0.53 .4311 JanusHendersonAAA JAAA 6.4 50.75 –0.21 .281 SchwabUS REIT SCHH ... 22.59 –0.54 ...
-1xShVIXFutures SVIX ... 30.00 +0.64 ... EnSelSectorSPDR XLE 3.3 91.02 –4.51 .7275 iShGlobalEnergy IXC 3.8 40.68 –1.55 .6362
ProShUltPrQQQ TQQQ 1.1 87.74 +7.85 .2302 JanusHendMtg JMBS 5.4 45.34 –0.10 .3098 SchwabUS SC SCHA ... 27.95 –0.25 ...
PacerUSCashCows COWZ 1.8 60.44 –0.43 .2443 FidEnhLCCore FELC 1.0 34.25 +0.47 .079 iShGlobalREIT REET 2.7 25.67 –0.64 .2527
ProShUltShQQQ SQQQ 12.8 29.59 –2.99 .7475 JanusHenShrtDur VNLA 4.9 48.99 –0.12 .204 Schwab US TIPs SCHP 3.0 26.40 –0.01 .1041
PacerUSSCCash100 CALF 1.1 46.70 –1.11 .0823 FidHiDiv FDVV 2.7 52.05 –0.58 .319 iShGoldTr IAU ... 49.68 –0.57 ...
RoundMagSeven MAGS .0 55.09 +3.34 .1459 JPMActiveGrw JGRO .1 84.14 +2.51 .0969 SimplifyVolPrem SVOL 16.2 21.90 +0.22 .28
ProShS&P500Arist NOBL 2.0 106.16 –2.31 .3863 FidIGSecur FSEC 3.1 43.49 +0.21 .113 iShGoldTrMicro IAUM ... 26.24 –0.31 ...
T-Rex2XInvrTesla TSLZ ... 3.03 –0.89 ... JPMActiveValue JAVA 1.4 67.49 –1.06 .2567 SPDR S&PMdCpTr MDY 1.1 608.80 –7.06 1.6495
ProShShtVIXST SVXY ... 53.75 +0.83 ... FidMSCIEn FENY 3.0 25.15 –1.25 .184 iShiBdsDec31Cp IBDW 4.9 20.82 +0.01 .0852
T-Rex2XLgTesla TSLT ... 36.69 +7.61 ... JPM EqPrem JEPI 7.1 59.91 –0.92 .3301 SPDR S&P Biotch XBI .1 99.14 –0.48 .0152
ProShUltVIXST UVXY ... 18.65 –0.65 ... FidTotalBd FBND 4.5 46.12 +0.21 .142 iShiBdsDec28Cp IBDT 4.6 25.19 –0.02 .0956
Tradr1.5XShNVDA NVDS 79.8 26.77 –1.25 21.3586 JPMHdgEqLad HELO .5 63.28 +0.24 .0816 SPDRS&POil&Gas XOP 2.6 135.82 –9.66 .8959
ProShVIXSTFut VIXY ... 41.09 –0.90 ... FinSelSectorSPDR XLF ... 50.40 –0.94 ... iShiBdsDec25Cp IBDQ 3.8 25.06 –0.04 .0787
Tradr2XShTSLADly TSLQ 67.1 33.38 –9.67 22.3913 JPM Income JPIE 6.1 45.89 –0.06 .2361 SPDR S&P Retail XRT 1.2 83.62 +0.80 .1242
RoundN-1000DTE QDTE 24.8 43.43 +0.78 .3643 FT MstarDiv FDL 4.0 42.69 –1.26 .3881 iShiBdsDec24Cp IBDP .0 25.13 –0.06 .0836
USTrea3mBill TBIL 5.1 49.89 –0.12 .2183 JPM UltShIncm JPST 5.3 50.48 –0.11 .214 TRoweCapAppr TCAF ... 34.50 +0.17 ...
T-Rex2XInvrBTC BTCZ ... 5.29 –0.53 ... FT NaturalGas FCG 3.2 24.53 –1.58 .2094 iShiBdsDec29Cp IBDU 4.7 23.13 –0.01 .0896
VanEckGlFallAngHY ANGL 6.1 29.21 –0.05 .1511 KraneCSICnInt KWEB 1.5 31.09 +0.29 .4193 TechSelectSector XLK .6 240.84 +7.11 .3985
T-Rex2XInvrMSTRDly MSTZ ... .95 –0.08 ... FT PfdSecs FPE 5.5 18.02 +0.10 .0722 iShiBdsDec27Cp IBDS 4.3 24.10 –0.04 .0854
VanEckSemicon SMH ... 248.61 +6.48 ... KraneCaliCarbon KCCA 28.9 19.96 –0.59 5.0276 TeucriumWheatFd WEAT ... 4.84 +0.05 ...
T-Rex2XInvrNVIDIA NVDQ ... 3.17 –0.20 ... FlexGlbUpNatRsc GUNR 3.5 38.78 –0.76 .3192 iShiBdsDec26Cp IBDR 4.1 24.13 –0.03 .0812
VangdEM GovBd VWOB 5.9 65.35 +0.10 .3339 MAXS&P5004X SPYU ... 54.98 +1.72 ... USGlobalJets JETS ... 25.52 +0.97 ...
T-Rex2XLgMSTRDly MSTU ... 159.00 +0.39 ... FrankFTSEJapan FLJP 5.0 30.10 +0.54 1.0265 iShiBoxx$HYCpBd HYG 5.9 79.90 –0.14 .3998
VangdIntrCorpBd VCIT 4.3 82.25 +0.08 .2992 MatlsSelSector XLB 1.9 91.91 –2.87 .4184 UtilitiesSelect XLU 2.8 79.69 –3.24 .5395
T-Rex2XLgNVIDIA NVDX ... 18.37 +0.95 ...
VangdIntermTrea VGIT 3.6 59.04 +0.01 .1817 MicroFANG-3XInvr FNGD ... 13.90 –2.71 ... VanEckBDCIncm BIZD 10.9 16.88 –0.06 .4679
2xBitcoinStrategy BITX 7.6 65.22 +5.02 .5892
VangdLTCorpBd VCLT 4.9 79.19 +0.20 .3267 MicroFang+3x FNGU ... 598.09 +90.09 ... VanEckGoldMin GDX 1.4 36.82 –0.84 .5001
2xEther ETHU .5 12.33 +2.52 .0069 VangdLongTrea VGLT 4.0 59.23 +0.21 .2181 MicroGold3XInvr GDXD ... 14.33 +0.69 ... VanEck IG FR FLTR 6.0 25.46 –0.06 .1257
2xLongVIXFut UVIX ... 3.06 –0.17 ...
Selected ETF Leaders

VangdMBS VMBS 3.8 46.43 +0.07 .1504 MicroGold3xLvgd GDXU ... 35.19 –2.12 ... VanEckJPMEMLCBd EMLC 6.4 23.78 –0.12 .1156
VanEckHYMuni HYD 4.2 52.76 –0.09 .2133 VangdRuss1000Grw VONG .6 106.26 +3.69 .1393 PGIM AAA CLO PAAA 6.0 51.25 –0.12 .2741 VanEckJrGoldMin GDXJ .6 47.31 –0.37 .2736
VanEckMornIntl MOTI 2.2 33.01 +0.55 .7288 VangdRuss1000Val VONV 1.9 86.01 –1.68 .4373 PGIMUltraShBd PULS 5.6 49.65 –0.14 .2226 VanEckMerkGold OUNZ ... 25.40 –0.28 ...
VanEckMstrWd MOAT .7 98.42 –0.02 .7285 VangdRuss2000 VTWO 1.2 96.67 –1.21 .2771 Pimco25+YrZC ZROZ 3.9 78.57 +1.21 .77 VanEckOilSvcs OIH 1.5 284.08 –19.22 4.2235
VanEckVietnam VNM 5.6 11.97 +0.21 .6552 VangdSTCpBd VCSH 3.9 78.60 –0.05 .2729 Invesco QQQ Trust PimcoEnhShMat MINT 5.3 100.43 –0.30 .43 VanEckPfdxFin PFXF 6.5 17.88 –0.13 .0851
VangdUltShrtBd VUSB 5.2 49.70 –0.11 .2078 VangdShtTmInfltn VTIP 2.9 49.08 +0.08 .3083 3.28% PimcoMultiBd PYLD 5.8 26.28 –0.02 .16 VangdSC Val VBR 1.9 212.73 –3.47 .87
VangdShortTrea VGSH 4.2 58.36 –0.08 .20
(QQQ) Panag BBB-B CLO CLOZ 9.0 26.98 –0.14 .2104 VangdDivApp VIG 1.7 202.90 –1.78 .8351
NASDAQ
VangdTotalBd BND 3.6 73.71 +0.11 .2229 ProShBitcoin BITO 54.0 26.12 –0.02 1.5031 VangdExtDuratn EDV 4.0 76.01 +0.90 .7698
CoinValkBTCMin WGMI .2 30.94 +1.80 .055 VangdTotIntlBd BNDX 2.2 50.61 +0.06 .0982 Vanguard FTSE ProShShBitcoin BITI 4.3 22.26 –0.98 .0736 VangdFTSEAWxUS VEU 2.9 60.58 +0.67 .247
DefDlyTgt2xLg MSTX ... 100.50 +1.83 ... VangdTotIntlStk VXUS 2.9 62.37 +0.66 .2723 1.78 ProShShtDow30 DOG 5.8 25.62 +0.20 .4035 VangdAWxUSSC VSS 2.8 121.46 +1.19 .5594
DefDlyTarget2XLg SMCX ... 85.84 +35.23 ... Emerging Markets
VicShFreeCashFlow VFLO 1.0 36.58 –0.03 .061 ProShShrtQQQ PSQ 7.9 36.97 –1.17 .7556 VangdFTSEDevMk VEA 3.0 50.73 +0.43 .1444
DirexAAPLBull2X AAPU 2.1 40.44 +1.71 .2818 WT USQltyDiv DGRW 1.5 84.92 –0.37 .10 (VWO) ProShShRuss2000 RWM 6.7 17.61 +0.23 .2585 VangdFTSE EM VWO 2.6 46.38 +0.81 .1344
DirexAmznBl2X AMZU 2.1 46.34 +7.31 .3042 iShares Core MSCI ProShShrtS&P500 SH 6.9 41.51 –0.31 .5626 VangdFTSE Europe VGK 3.0 67.18 +1.18 .1708
DirexGooglBl2x GGLL 2.5 40.12 +2.49 .2376 NYSE 1.30
EAFE (IEFA) ProShUltBitcoin BITU .1 60.91 +4.80 .0153 VangdFTSE Pac VPL 3.0 75.44 +0.05 .5072
DirexMsftBl2X MSFU 2.8 45.84 +3.92 .3293 JPMActiveBond JBND 4.5 53.48 +0.07 .2042 ProShUltBlmCrude UCO ... 24.75 –0.79 ... VangdFinls VFH 1.6 124.27 –1.93 .5526
DirexNVDABear1X NVDD 8.1 6.19 –0.18 .0728 ProshUltBbgNtGas BOIL ... 39.17 –6.72 ... VangdGrowth VUG .5 423.26 +14.13 .4546
DirexNVDABull2X NVDU 1.2 122.57 +6.44 .4973 NYSE ARCA SPDR S&P 500 ETF ProShUltraEther ETHT ... 34.02 +6.93 ... VangdHiDiv VYM 2.7 132.80 –1.94 .8511
0.87
DirexTSLABr1x TSLS 9.0 8.63 –1.16 .1385 ARK Innovation ARKK ... 62.90 +4.92 ... Trust (SPY) ProShUltraQQQ QLD .3 115.33 +7.12 .0554 VangdInfoTech VGT .6 644.54 +22.29 .9171
DirexTSLABl2x TSLL 1.4 26.99 +5.63 .0803 abrdnPhysGold SGOL ... 25.13 –0.27 ... ProShUltRus2000 UWM .8 49.28 –1.35 .1299 VangdIntermBd BIV 3.7 76.58 +0.10 .2412
DirexTSMBull2X TSMX ... 31.71 +5.22 ... abrdnPhysSilver SIVR ... 29.60 +0.34 ... ProShUltraS&P SSO .7 99.73 +1.66 .1745 VangdLongTermBd BLV 4.4 72.84 +0.26 .2654
ER Private-Pub XOVR ... 19.23 +0.83 ... Vanguard Total Stock
AdvShPureUSCan MSOS ... 4.13 –0.40 ... 0.86 ProShUltSemi USD .0 66.94 +3.94 .0134 VangdMC VO 1.4 283.44 –1.19 .9474
FT ChinaAlphaDEX FCA 5.4 20.27 +0.54 .5414 AlerianMLPETF AMLP 7.4 49.92 –1.40 .95 Market (VTI) ProShUltSilver AGQ ... 39.10 +0.91 ... VangdMC Val VOE 2.0 172.52 –3.66 .7997
FT EnhShtMat FTSM 4.9 59.89 +0.09 .23 AllzIMUSLCBuff10 DECT .0 32.55 +0.16 .1383 ProShUltDow30 UDOW .8 110.32 –2.44 .306 VangdRealEst VNQ 3.8 95.61 –2.55 .8128
FT LowDurOpp LMBS 4.3 49.07 +0.10 .17 AllianzUSLCBf10S SEPT ... 31.12 +0.12 ... ProShUltRus2000 URTY .3 63.11 –2.55 .0847 VangdS&P500ETF VOO 1.2 558.82 +5.37 1.6386
Vanguard FTSE
FT NasdCybersec CIBR .4 65.46 +2.29 .0662 AllianzUSLCBf20A AUGW ... 29.56 +0.11 ... 0.85 ProShUltS&P500 UPRO .7 99.48 +2.43 .2197 VangdST Bond BSV 3.3 77.74 –0.04 .2314
FT RBA AmerInd AIRR .2 84.50 –0.96 .0333 AllzIMUSLCBf20 DECW .0 30.81 +0.21 .3567
Developed Markets ProShUltShDow30 SDOW 2.3 44.82 +1.01 .9304 VangdSC VB 1.3 258.63 –1.88 .7047
FT RisingDivAch RDVY 1.6 62.89 –1.40 .2616 AllianzUSLCBf20S SEPW ... 29.15 +0.11 ... (VEA) ProShShtRus2000 SRTY 11.7 15.46 +0.60 .4465 VangdTaxExemptBd VTEB 3.1 51.08 +0.03 .1309
FT SMID CapRising SDVY 1.5 38.94 –1.01 .1503 AllianzIMUSLC6mJD SIXD ... 26.97 +0.12 ... Vanguard Total Bond ProShUltSh&P500 SPXU 12.4 20.79 –0.50 .4505 VangdTotalStk VTI 1.2 302.45 +2.59 .8707
FT TCW Opp FIXD 4.2 44.19 +0.17 .155 AmplifyAltHarvest MJ 6.9 2.49 –0.08 .0558 0.15 ProShUltShBitcoin SBIT 1.7 10.46 –1.06 .0312 VangdTotWrldStk VT 1.8 123.07 +1.13 .4174
GlbXAI&Tech AIQ .2 40.26 +1.44 .0193
Market (BND)
AmplifyJrSilver SILJ .0 11.79 –0.07 .0009 ProShUltShBbgCrd SCO ... 18.84 +0.52 ... VangdValue VTV 2.2 178.30 –3.57 .9143
GlbXNasd100Cv QYLD 11.5 18.34 +0.12 .1807 ArkFinInnov ARKF ... 41.59 +2.32 ... ProShUltShBlmGas KOLD ... 67.61 +8.91 ... WT FRTrea USFR 5.2 50.34 +0.04 .19
GlbX Robotics&AI BOTZ .1 34.18 +0.81 .0041 AvantisEM AVEM 2.8 61.85 +0.81 1.141 Vanguard Dividend ProShUltDow30 DXD 2.8 24.86 +0.39 .2504 WT IndiaEarn EPI ... 47.99 +0.61 ...
GrShr1xShCOINDly CONI ... 8.91 –1.51 ... -0.87
AvantisIntlSCVal AVDV 3.0 68.51 +0.93 .8884 Appreciation (VIG) ProShUltShQQQ QID 10.7 31.40 –2.04 .7882 XtrkHarvCSI300 ASHR 2.2 27.32 +0.04 .5925
GrShr2xLongAMDDly AMDL ... 10.25 +0.15 ... AvantisUSSCValue AVUV 1.5 103.29 –2.20 .3868 ProShUltShS&P500 SDS 9.1 18.73 –0.30 .3407 XtrkMSCIEAFE DBEF .6 42.41 +0.69 .236
GrShr2xLongCOINDly CONL .2 70.88 +17.50 .1086 BitwiseBitcoin BITB ... 55.33 +2.40 ... ProShUltraSh20+ TBT 5.6 31.90 –0.52 .4178 XtrkUSDHYCpBd HYLB 6.1 36.69 –0.07 .1846
GrShr2xLgMeta FBL 20.9 37.74 +5.59 8.0045 CapitalGrpCoreBal CGBL 1.6 32.21 +0.25 .15 SPDR Gold Shares PutnamFocLCVal PVAL 1.2 39.22 –0.77 .1546 YieldAMDOpt AMDY 101.3 11.65 +0.13 .814
-1.06
GrShr2xLgNVDA NVDL 12.7 75.94 +4.05 1.6852 CapitalGrpCoreBd CGCB 3.8 26.44 +0.11 .084 (GLD) RealEstSectorSPDR XLRE 3.2 43.77 –1.23 .3115 YieldBitcoinOpt YBIT 81.3 14.15 +0.30 1.2644
GrShr2xLgPLTRDly PTIR ... 136.69 +30.16 ... CapGrpCore CGUS 1.0 35.87 +0.31 .0937 SPDRBlackSrLoan SRLN 8.6 41.86 –0.22 .304 YieldCoinOpt CONY 112.4 18.40 +1.86 2.0231
GrShr2xLgTSLA TSLR ... 41.76 +8.70 ... CapGrpCorePlus CGCP 5.1 22.75 +0.12 .0859 SPDRBBCpBd SPBO 5.1 29.50 +0.02 .1258 YieldMRNAOptIncm MRNY 175.8 5.45 –0.11 .2224
GrShr2xShNVDA NVD ... 29.53 –1.88 ... CapGrpDivVal CGDV 1.5 36.67 –0.37 .15
iShares Core S&P SPDRBlmCvSecs CWB 1.6 81.78 –0.08 .0712 YieldMSTROpt MSTY 139.4 35.55 +1.54 4.1981
-1.59
GrShr2xShTSLA TSDD 13.7 1.99 –0.57 3.867 CapGrpGlbGrw CGGO .9 30.59 +0.55 .1962 Small Cap (IJR) SPDR Blm HY Bd JNK 6.5 97.11 –0.25 .5279 YieldMagn7Fd YMAG 30.6 19.92 +0.55 .1979
InvscActMgdETC PDBC 4.2 13.26 –0.14 .5601 CapitalGrpGrw CGGR .3 38.76 +1.04 .0564 SPDRBlmInvGrdFR FLRN 5.8 30.75 –0.07 .1453 YieldNVDAOpt NVDY 77.0 24.48 –0.78 1.1851
InvscBS30CpBd BSCU 4.6 16.67 +0.06 .0652 CapGrpIntlFocus CGXU .9 26.45 +0.35 .1535 Source: Barron’s Statistics SPDRBbg1-3MTB BIL 5.0 91.55 –0.23 .3713 YieldTSLAOpt TSLY 66.5 15.73 +1.29 1.2208
InvscBS28CpBd BSCS 4.5 20.35 +0.04 .075 CapGrpMuniIncm CGMU 3.2 27.40 +0.12 .0674 SPDRBlmSTHYBd SJNK 7.4 25.58 –0.11 .1579 YieldUltOptIncm ULTY 121.3 10.23 +0.15 .8313
InvscBS25CpBd BSCP 3.9 20.66 +0.02 .0689 CapGrpUSMult CGMS 5.8 27.69 +0.06 .127 SPDRDoubleTRTact TOTL 5.0 40.39 –0.01 .1695 YieldUnivFdOpt YMAX 36.2 18.65 +0.53 .227
D ATA MUTUAL FUNDS D ATA P R O V ID E D BY LIP P E R B A R R ON S .C OM / D ATA

About Our Funds Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
The listings include the top 2000 NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
Cash Track
open-end funds by assets. These American Century Ins: MidCapInst 49.63 0.80 19.3 -3.3 StrgVal I 46.76 -4.80 22.2 49.0
funds value their portfolios daily
and report net asset values (the Avantis US Eq 19.32 -0.24 25.6 34.8 MidCapInv n 41.42 0.67 19.1 -3.9 BNY Mellon Funds Tru:
dollar amount of their holdings Avantis US SCV 18.21 -1.09 16.2 39.2 Ave Maria Funds: BondFd 11.07 0.06 3.5 -5.9
divided by the number of shares CAIntTf 11.33 0.04 3.2 1.2 Bond n 12.33 -0.07 7.7 10.4 MCMultiStrM 19.32 -0.07 20.2 19.9
outstanding) to the National
American Century Inv: Growth n 53.92 0.06 20.6 28.9 NtlIntmMuni 13.12 0.06 2.7 0.6
On The Money: Money Market funds enjoyed the week’s biggest influx, with their trailing month’s average
Association of Securities Dealers.
Total returns reflect both price Balanced n 20.45 0.17 15.5 13.1 RisingDivd n 25.54 -0.81 21.6 34.6 BrandesInstIE I : weekly cash intake jumping by a third, to $42 billion. Cash inflows to equity funds rose modestly, to $17
changes and dividends; these CaHYMu n 9.99 0.04 5.4 -1.0 BrandesInstIE I 21.83 NA NA NA billion. Taxable-bond funds saw their average weekly inflow fall a bit, to $7.6 billion, but inflows at muni-bond
figures assume that all distribu- B
tions are reinvested in the fund. DiscCoreVal n 39.02 -0.35 20.4 18.4 Brown Advisory Funds: funds ticked up, to $900 million.
Because Lipper is constantly up- EqGro n 35.09 0.61 30.1 28.9 EmrgMktFdInstlSh 12.10 0.21 12.1 6.3
Baird Funds:
dating its database, these returns EqInc n 9.47 -0.21 14.5 19.1 SmallCapFndInst 35.37 -0.57 20.1 31.3
may differ from those previously FocusDynamGrowth n 71.87 3.06 48.4 30.9 AggBdInst 9.91 0.04 4.0 -4.3
SmCapGrInv n 25.06 -0.20 10.8 3.0
Equity Funds Municipal Bond Funds
published or calculated by others. CorBdInst 10.26 0.05 4.6 -2.8
3 year returns are cumulative. The GlGold n 13.11 -0.25 23.4 21.5 18300 1170
NAV is the last reported closing Grwth n 63.13 2.14 30.0 31.8 IntBdInst 10.41 0.03 4.4 0.9 C
price for the week. Footnotes: NA: QualIntMunBdInst 11.14 0.04 2.7 1.0
not available. NE: performance
Heritage n 29.76 0.82 36.0 21.7 11500 1040
InfAdjBd n 10.74 0.03 3.7 -5.8 ShtTBdInst 9.51 0.02 5.1 7.0 Calamos Funds:
excluded by Lipper editor. NN: fund Baron Funds:
not tracked. NS: fund not in Intl Gr n 13.03 0.26 7.9 -6.8 Gr&IncA 52.31 0.63 24.1 25.4 4700 910
existence for whole period. e: ex MdCapVal n 17.38 -0.44 13.0 22.4 Asset n 112.57 -1.11 14.8 4.2 Gr&IncI 49.64 0.60 24.4 26.4
capital gains distributions. f: Growth n 105.30 -0.85 10.1 2.0
previous day’s quote. n: no front-
OneChAgg n 17.22 0.12 16.6 14.0 GrowthA 48.94 1.62 37.0 29.2 -2100 780
OneChCon n 13.65 0.06 10.4 6.6 Opportunity n 50.32 1.76 42.6 23.2 MktNeutA 15.28 0.03 7.1 12.0
or back-end sales charge. p: fund
assets are used to pay marketing OneChMod n 16.00 0.10 13.8 10.0 Partners n 200.04 9.86 25.3 7.7 MktNeutI 15.09 0.04 7.4 12.9 -8900 650
and distribution costs (12b-1 fees). OneChoiceRet n 13.05 0.06 10.3 8.0 SmallCap n 36.84 -0.21 21.7 9.7 Calvert Group:
r: fund levies redemption fee or Select n 130.53 4.43 30.3 33.9 Baron Instl Shares: Oct Nov Dec Oct Nov Dec
back-end load. s: stock dividend or CalLngTrmInFdClI 15.90 0.07 4.0 -4.3
split of 25% or more. t: fund charges SmCapGrowth n 22.99 -0.11 23.1 10.4 AssetInst 119.69 -1.18 15.1 5.0 Calvert Investments:
12b-1 fees (for marketing and SmCpVal n 11.76 -0.24 14.2 15.1 DiscoveryInst 34.65 -0.33 23.7 1.9 Bal A 47.36 0.31 21.9 22.6
Money Market Funds Taxable Bond Funds
distribution) and a back-end load. Sustain Equity n 58.50 0.62 24.1 28.3
v: capital-gains distribution may be
EmergingMktsInst 15.43 0.16 10.4 -10.4 Eq A 86.36 -0.06 12.7 14.2 46400 9000
Ultra n 100.15 3.75 34.4 34.7 FocGrowthInst 48.46 0.37 27.2 20.7
a return of capital. x: ex cash LCCoreReIdxA 52.27 0.52 28.7 32.2
dividend. Value n 8.73 -0.19 13.2 26.9 GrowthInst 111.53 -0.90 10.3 2.8 35300 7600
Carillon Reams:
American Century R6: OpptortunityInst 53.71 1.87 43.0 24.2
Net YTD 3-Yr. CorePlBd I 29.95 0.01 3.9 -2.8
NAV Chg. % Ret. % Ret. AmCentUltraFdR6107.74 4.04 34.8 36.1 PartnersInst 208.78 10.29 25.6 8.5
UnconstrndBd I 12.47 -0.04 6.2 10.2 24200 6200
Growth 65.67 2.22 30.4 33.2 RealEstateInst 42.91 -0.58 20.2 13.7
A Carillon Scout:
MdCapVal 17.41 -0.44 13.4 23.8 SmallCapInst 39.90 -0.22 22.1 10.6 13100 4800
SmCapGrowth 24.78 -0.13 23.5 11.5 Bernstein Fds: MidCap I 28.47 -0.20 30.6 26.0
AAM: CausewayInst :
SmCpVal 11.93 -0.24 14.6 16.4 Ca Mu n 14.01 0.03 3.4 3.5 2000 3400
B&GIncGroClI 26.94 -0.28 19.6 21.7 American Century Y: DivrMuni n 14.03 0.04 3.4 2.4 CausewayInst 20.95 0.32 7.1 31.3
AB Funds: CIBC Atlas: Oct Nov Dec Oct Nov Dec
EqInc 9.50 -0.22 14.8 20.3 EmMkts n 28.00 0.47 10.2 -3.4
AlBeGblBndFdClZ 6.98 0.02 4.1 -2.3 IntTF 10.88 0.04 3.3 0.9 IntDurInstl 13.07 0.05 4.4 -5.2 DispEq Inst 34.28 0.22 23.5 24.2 A red chart indicates a lower value than the starting period. Green means it's higher than the starting period.
CapFdInc.LCapGow121.14 3.45 30.7 30.9 American Funds Cl A: IntmDur n 11.37 0.05 3.5 -6.2 ClearBridge: The charts above show four-week moving averages of net cash flow in millions of dollars. BARRON'S • Lipper FMI
IntlStraEquPtZ 13.49 0.27 16.7 11.9 2015TarRetA 13.12 NA NA NA NY Mun n 13.60 0.04 3.2 2.3 AggressGrowthA123.74 1.96 18.4 13.4
MuniIncmShares 11.44 0.04 7.0 0.8 2020TarRetA 14.40 NA NA NA BlackRock Funds: AppreciationA 39.13 0.35 27.0 37.0
SmCapGrwPortZCl 80.17 0.22 29.0 -4.7 2025TarRetA 16.23 NA NA NA CoreBd Inst 8.34 0.04 3.5 -5.8 AppreciationI 38.86 0.36 27.3 38.2 Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
AB Funds - A: 2030TarRetA 18.27 NA NA NA DividendStrat1 n 33.08 -0.28 20.9 32.3 NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
CoreBd K 8.37 0.04 3.7 -5.6
GrowthA 138.64 4.91 37.9 38.6 2035TarRetA 20.25 NA NA NA CreStraInc Inst 9.04 0.03 6.7 6.1 DividendStratA 33.04 -0.28 20.6 31.2 TotReBd I 30.71 0.14 4.9 -6.7 EmgMkt 29.70 0.48 10.0 4.9 DivBldrA 17.44 -0.11 19.1 24.7 EmgMktIdxInstPre n 11.03 0.20 9.8 -3.2
HighIncomeA 7.08 0.03 9.3 11.3 2040TarRetA 21.75 NA NA NA HiYBlk 7.22 0.02 9.6 13.0 DividendStratI 34.38 -0.28 20.9 32.3 Columbia Class I2: EmgMktSoCoEq 15.16 0.24 10.3 4.6 FltgRtAdvg 10.04 0.00 8.2 20.2 ExtMktIdxInstPre n 98.80 0.58 26.6 19.0
LgCpGrA 107.14 3.05 30.3 29.7 2045TarRetA 22.42 NA NA NA HiYInvA 7.22 0.02 9.1 11.7 LargeCapGrowthA68.60 1.70 33.5 33.2 ContCore I2 41.20 0.63 27.7 42.4 EmgMktVa 31.39 0.34 9.6 15.7 NatlMuniInc 9.43 0.03 4.1 1.1 FidAdAsset 13.96 0.08 7.7 5.1
RelatValA 7.28 -0.08 19.3 32.4 2050TarRetA 22.09 NA NA NA HiYldBd Inst 7.22 0.02 9.5 12.7 LargeCapGrowthI 81.78 2.02 33.9 34.4 DivIncom 36.50 -0.43 19.4 30.5 EmMktCorEq 24.29 0.37 10.4 8.5 ShDurStratIncFd 6.64 NA NA NA FidAdEm 39.73 0.83 11.2 -5.7
SustGlblThemGrA162.18 -0.17 11.3 -3.1 AmcpA 46.93 0.87 25.5 21.5 LargeCapValueA45.88 -1.20 13.7 25.9 SelComunInfo 172.56 5.42 31.1 38.0 EmMktSmCp 24.13 0.28 7.7 9.0 TMG1.0 n 2731.42 31.26 29.9 38.8 FidFreeBlend 11.59 0.11 12.2 8.1
InflProtBdInst 9.82 0.02 4.0 -4.0

AB Funds - ADV: AMutlA 59.91 -0.68 18.9 28.9 LowDurI Inst 9.09 0.02 5.2 6.2 LargeCapValueI 45.79 -1.19 14.0 26.7 SmCapIndx 28.23 -0.40 16.3 15.1 Fixd 10.24 0.01 5.1 8.9 TMG1.1 123.05 1.40 29.6 37.8 FidFreeBlend 11.95 0.12 13.5 10.3
BondA 11.39 0.04 3.1 -6.0 MidCapA 39.12 0.14 17.1 2.5 Columbia Class I3: GblAll60 40Inst 22.76 0.05 14.5 17.8 TMG1.2 55.28 0.63 29.4 37.2 FidFreeBlend 12.66 0.13 15.5 13.9
CAPtf 10.70 0.04 4.4 2.1 BlackRock Funds A:
BalA 37.18 0.24 17.3 20.7 SmallCapGrowthA40.02 -0.43 12.9 -9.8 GlAll25 75Inst 14.59 0.02 8.7 9.9 WW Hlth Science 13.62 -0.80 9.0 12.4 FidFreeBlend 13.50 0.16 19.2 19.8
ConGroAdv 62.14 0.44 17.9 11.1 AdvLgCapCore 22.75 0.25 30.4 34.9 Balanced I3 56.74 0.66 18.1 22.5
CapIBA 73.24 -0.08 12.8 18.1 SmallCapGrowthIS45.96 -0.48 13.3 -8.7 GlEqInst 36.44 0.09 21.0 28.5 Eaton Vance Class I: FidFreeBlend 13.35 0.16 18.1 18.4
GlbBd 6.98 0.02 4.1 -2.4 BalCapFd 27.78 0.22 16.0 16.6 Bond I3 29.91 0.14 5.0 -5.0
CapWA 16.21 0.02 -0.5 -13.3 SmallCapGrowthI44.87 -0.48 13.2 -9.1 GlRESec 11.07 -0.26 7.8 -4.9 AtlCpSMID 45.92 -0.40 21.3 31.5 FidFreeBlend 13.49 0.16 19.2 19.9
HiIncmAdv 7.09 0.03 9.6 12.2 BasicVal 20.75 -0.27 15.2 31.1 ContCore I3 41.26 0.63 27.8 42.6
CapWGrA 69.90 0.93 17.6 22.0 Clipper: InfProtSec 11.03 0.03 4.0 -4.5 FloatRtHiInc 8.31 NA NA NA FidFreedoK 14.14 0.19 19.5 20.8
IntlSmCapPtADV 12.42 0.15 11.4 2.8 CapAppr 39.81 1.36 35.2 28.4 DivIncom 36.57 -0.43 19.5 30.7 IntGvFxdInc 11.12 0.05 2.6 -7.2
EupacA 59.16 1.07 10.7 1.6 ClipperFd n 155.13 -0.75 25.1 35.7 FltgRt 8.39 0.00 7.6 18.5 FidSAI 9.32 0.03 10.8 10.7
IntlStraEquPtADV 13.47 0.27 16.7 12.0 EqtyDivd 20.90 -0.30 15.3 27.9 Commerce Funds: IntlCoreEq 16.18 0.15 8.0 13.7
FdInvA 89.60 1.08 26.9 39.2 Cohen & Steers: GblMacAbR 8.39 NA NA NA FidSAIEmerg 13.85 0.21 14.2 13.1
LgCpGrAdv 121.21 3.46 30.6 30.6 GlblAlloc 19.97 0.20 13.0 8.5 Bond n 18.05 0.07 4.3 -3.1 IntlREst 3.63 -0.08 -2.7 -15.9
GBalA 39.22 0.24 9.5 9.0 IncBos 5.25 NA NA NA FidSAIIntern 13.11 0.32 6.4 8.7
NationalPtf 9.83 0.03 4.3 0.2 HlthScOp 68.76 -1.19 8.9 13.9 GblInfrI 23.97 -1.55 16.4 17.8 Community Capital Tr: IntlSustCore1 13.18 0.19 9.8 10.6
GovtA 12.00 0.06 2.4 -6.5 LgCpVal 27.70 -0.54 17.5 28.8 FidSer5 7.74 0.03 3.0 -13.8
SelectUSLgShrt 16.34 0.08 21.5 23.6 LgCp Focus Gr 8.09 0.27 34.3 29.0 GlbRltyI 54.11 -2.01 6.9 -7.6 CRAQualInvFd 9.51 0.03 3.3 -3.6 IntlVal 21.45 0.11 10.3 29.1
GwthA 84.32 1.82 33.5 30.5 NatlMuniInc 9.43 0.03 4.3 1.9 FidSer0-5 9.81 0.02 5.1 7.2
SmCapCorePortADV 14.86 -0.16 17.2 18.5 MdCpGrA 40.17 1.11 23.0 2.0 InstlRlty 51.12 -1.63 13.4 2.5 Congress: IntlVectorEq 14.18 0.13 8.5 15.2
HI TrA 9.90 0.05 10.5 13.5 Edgewood Growth Instituti: FIDSerEmgMkt 9.21 0.12 8.9 -7.4
SmMdCpGr 14.48 0.04 27.7 0.9 MultiAstIncome 10.36 -0.01 9.6 8.7 PrefSecIncmA 12.41 0.06 10.9 3.7 IntrLrgCpGroPor 16.89 0.30 7.3 5.7
HiInMuniA 15.63 0.06 8.2 3.1 SmCapGw Inst 49.65 -0.48 27.9 17.9 FidSerInt 8.92 0.02 4.0 -4.5
SmMidCpValAdv26.06 -0.30 17.4 17.9 NatlMuni 10.23 0.02 3.2 -2.0 PrefSecIncnI 12.45 0.06 11.2 4.7 IntSmCo 20.37 0.18 7.6 6.2 EdgewoodGrInst 55.29 1.13 26.4 8.3
FidSerToMarket 20.19 0.19 28.9 35.6
ICAA 63.76 0.70 28.1 44.0 Credit Suisse Common:

SustGlbThemAdv176.50 -0.18 11.5 -2.4 ScTechOppA 71.63 3.08 40.6 21.6 RltyIncA 17.17 -0.53 13.9 0.6 IntSmVa 23.07 0.21 11.1 23.0
IncoA 26.21 -0.07 14.2 19.1 ComdtyRet 22.39 -0.11 3.7 13.8 F FIDSerTresIndxFd 9.95 0.01 5.0 11.9
SutblIntlThemat20.68 0.05 5.0 -10.0 StratMuniOpp 10.73 0.03 5.0 -2.2 RltyIncI 18.46 -0.58 14.1 1.4 IntTermMuni 10.15 0.04 2.1 2.5
IntBdA 12.55 0.04 3.7 0.1 CrossingBridge: FIDZroExtMktIx n 14.74 -0.15 20.3 19.8
TxMgdWlthAppAdv 23.62 0.26 23.7 25.0 StrtIncOpptyInvA 9.57 0.03 5.8 6.8 RltyShs n 70.10 -2.17 13.5 2.3 IntVaIII 18.43 0.09 10.2 29.1
IntlGrIncA 37.76 0.60 7.5 9.1 Fairholme: FIDZroLgCpIx n 21.92 0.25 30.1 38.7
WlthApprStr 22.90 0.24 24.0 26.0 TotRet 10.01 0.04 3.9 -6.3 Colorado BondShares: LwDurHYld Inst 9.74 NA NA NA ITExQual 9.79 0.06 5.3 -3.5
LtdTEBdA 15.48 0.04 3.0 2.0 Fairholme n 31.62 -1.50 -12.6 6.1 Flex 500 Index 26.05 0.25 29.4 39.0
AB Funds - I: BlackRock Funds III: ColoradoBdShs 9.10 0.02 8.6 12.0 Cullen Funds: LgCo 40.49 0.39 29.2 38.7 FlexIntIdx 13.82 0.19 9.6 9.5
N PerA 67.81 1.51 21.3 16.1 FAM Dividend Focus:
LgCpGroI 120.25 3.43 30.6 30.6 NEcoA 69.16 1.56 28.1 20.4 iShS&P500IdxK715.04 7.02 29.3 38.8 Columbia Class A: EmrgMktHighDiv I 12.96 0.36 11.7 26.4 LgCpIntl 28.13 0.29 9.1 15.6 FlexMuniInc 9.98 0.04 3.8 1.9
Aberdeen Fds: iShUSAggBdIdxK 9.12 0.04 3.6 -5.2 HiDivEqI 15.09 -0.19 13.7 17.3 SclCrEqInst 15.16 0.19 9.2 11.7 FAMDivFocFd n 61.40 -1.01 15.3 23.4
NwWrldA 82.75 1.74 10.3 2.5 AMTTEBd 15.11 0.05 6.3 -1.5 FlexUSBdIdx 9.19 0.03 3.5 -5.4
BlackRock Funds Inst: SelHdgGlFxd 9.58 0.01 5.4 4.6 FAM Value:
EmMktEqty Inst 14.04 0.19 6.9 -15.7 SmCpA 72.33 0.61 9.2 -5.8 BalancedA 56.12 0.64 17.7 21.3 Freedom2060K 15.46 0.21 19.5 20.9
BldrAggrsv 14.15 0.18 19.7 19.4 DE STExQual 10.42 0.01 5.3 5.3 FAMValue n 111.39 -0.94 22.1 25.3 FreeInd2065Prem 15.54 0.17 18.9 20.0
Advisers Inv Trst: STBFA 9.56 0.02 4.3 4.2 AdvIntl Inst 19.71 0.35 11.2 19.2
STTxExBdA 10.01 0.01 3.1 3.3 AdvLCGrwInst 29.30 0.93 36.8 37.7 BldrMod 11.11 0.11 13.9 10.1 STGov 10.02 0.01 4.9 5.3 Federated Hermes: GlexUSIdxInstPre n 15.43 0.22 9.6 9.5
Balanced n 98.78 0.17 18.6 26.2 Davenport:
TECAA 17.01 0.06 4.2 0.5 AdvLgCapCore 24.22 0.27 30.7 35.9 ContCoreA 39.56 0.60 27.4 41.0 STMuniBd 10.18 0.01 2.8 5.4 FedHerMDTGro 39.96 1.36 43.2 57.8 GrowthCompanyK6 32.35 1.44 44.1 42.6
Growth n 132.67 0.57 25.8 38.9 Davenport Core n 37.96 -0.67 26.9 35.5
TxExA 12.62 0.04 3.9 0.6 BasicVal 21.35 -0.28 15.5 32.1 DisplCoreA 17.09 0.18 31.0 38.3 US CoreEq1 45.39 0.10 27.0 37.5 FedHerMortStratP n 8.48 0.04 3.7 -3.6 InflPrBdIndInsPr n 9.21 0.03 4.0 -4.6
AdvisorsInnerCir: EqOpp n 26.45 -0.18 17.8 21.1
WshA 65.87 -0.24 21.7 36.7 CAInsMun 12.15 0.02 4.5 1.4 DivIncA 35.76 -0.43 19.1 29.3 US CoreEq2 40.61 0.00 26.2 36.7 FedHerUltBon 9.28 0.00 5.9 11.1 InterBondIndexCL n 9.48 0.02 5.0 -0.2
LSVValEq 29.99 -0.51 20.1 31.5 Val&Incm n 19.61 -1.18 18.1 15.5 US Micro 31.26 -0.35 19.9 26.9
AMG Funds: CapAppr 46.19 1.58 35.5 29.4 DivOpptyA 41.28 -0.63 19.9 29.1 Federated Hermes A: IntlIdxInstPrem n 51.11 0.76 8.3 13.8
Akre Funds: Davis Funds A: US Small 52.58 -0.57 19.5 25.0
RRSmCapValI 18.24 -0.36 19.3 32.6 EmgMkts 24.59 0.64 1.8 -14.2 EqValA 13.20 -0.08 15.9 23.7 EqIncA 26.06 -0.46 18.5 22.3 IntlIndex n 12.13 0.16 9.6 10.0
AkreFocusInst 70.68 -4.47 23.7 27.0 FocEqA 17.70 0.51 29.7 22.5 NYVen A 30.39 -0.20 23.6 33.9 US SmCpVal 51.83 -1.03 16.6 37.4 IntrTresBdIxPrem n 9.74 0.03 2.6 -7.1
AMG Managers Funds: EqtyDivd 21.02 -0.30 15.5 28.8 KaufmannA 6.60 0.06 25.7 3.6
AkreFocusRtl 67.56 -4.42 23.5 26.0 GlobTech 85.38 2.73 30.5 36.7 Davis Funds C & Y: US TgdVal 36.71 -0.61 16.4 35.9 LgCpGwId InstPre n 40.39 1.42 36.9 43.4
GWKMBd I 11.55 0.06 1.9 0.1 FloRateIncPorIns 9.70 0.00 7.9 21.4 KaufmnSCA 54.38 0.29 18.3 -4.7
Alger Funds A: LgCpGrowA 73.47 -1.28 36.0 36.5 USLCpGr 40.49 0.46 30.5 43.7 LgCpVlIdxIstPrem n 19.42 -0.37 20.5 29.0
YachtmanFocFd I 21.11 -0.33 5.0 16.0 GlblAlloc 20.18 0.21 13.3 9.3 NYVenY 31.76 -0.20 23.8 35.0 MunStkAdvA 15.15 0.02 11.2 10.5
CapApr 39.64 1.85 56.9 44.5 GlDnymcEq 14.64 0.30 12.7 24.0 LgCpVl A 18.34 -0.22 20.8 30.6 Del Invest Instl: USLgVa 52.38 -1.11 19.3 29.8 LTTrsBdIdxInstPr n 9.81 0.08 0.1 -28.7
YacktFocFd N n 21.16 -0.34 4.9 15.3 StrValDivA p 6.22 -0.14 18.4 31.0
SpectraN 31.75 1.56 55.0 34.3 HiEqInc 29.33 -0.36 12.6 26.2 LiGoBalA 12.53 0.14 16.8 14.9 USLgVaIII 33.64 -0.71 19.4 30.2 MidCapK6 17.87 -0.11 22.9 34.0
YacktmanFd I 25.52 -0.36 9.3 20.3 CorpBdI 15.57 0.08 5.3 -5.9 Federated Hermes Int:
Alger Funds Inst: HlthScOp 73.90 -1.28 9.2 14.7 MidCapGthA 29.22 0.48 35.0 19.7 USSmCpGr 30.95 -0.23 22.3 24.8 MidCpGrwthIndx n 36.01 0.86 33.3 27.3
Angel Oak Funds Trst: Value 18.84 -0.34 13.5 17.4 USSoCoreEq2 30.34 0.17 28.6 37.1 GloFinI 38.15 0.69 3.3 15.0
CapApprI 51.90 2.42 56.7 44.3 HYMuni 9.33 0.02 8.6 -1.2 SelgComuInfoA 146.17 4.58 30.7 36.8 Delaware Invest A: MidCpInxInstPrem n 36.92 -0.23 23.3 23.9
AglOkMtiStFdClIn 8.67 0.02 8.2 0.0 USSustCoreI 47.85 0.30 28.9 38.0 InsHiYld 8.97 0.02 7.2 8.7
Amana Income: Interntnl 20.46 0.48 5.0 -4.1 SelMidCpValA 15.23 -0.19 19.6 24.5 MidCpValIndex n 29.07 -0.50 19.9 23.2
AQR Funds: GroInA 16.94 -0.21 21.7 47.5 USVectorEq 28.92 -0.15 20.7 31.7 MDTAllCIS 52.30 0.63 37.7 54.0
AmanaIncm n 70.33 0.55 17.6 27.5 iShMSCIIntldx 16.41 0.24 8.3 13.8 SmCpIdxA n 26.95 -0.38 16.0 14.3 NewMkt I 12.98 0.11 9.0 5.6
DAFR6 12.21 0.01 2.7 4.0 Ntl HYlA 10.44 0.04 7.5 0.1 WexUSGov 8.67 0.03 3.1 -9.4 MDTSmCIS 28.79 -0.08 22.9 17.7
AmanaGrowth n: MdCpGrEq 47.46 1.31 23.2 2.8 StratIncA 22.14 0.11 6.3 3.8 OTCK6Port 26.81 1.09 35.9 34.7
DivArbI 12.20 0.00 2.6 3.6 SmCpValA 77.49 -1.34 19.1 16.8 WrdEXUSTARGETVAL 14.89 0.15 8.8 16.2 TtlRtnBdI 9.57 0.04 4.0 -4.3
MultiAstIncome 10.37 -0.01 9.8 9.5 TaxEA 12.16 0.04 5.8 -0.7 PuritanK6 16.83 0.19 22.8 24.9
AmanaGrowth n 85.99 2.07 20.4 26.3 DivStr I 12.73 0.18 13.5 44.3 TxUSA 10.85 0.05 5.5 -1.4 Dodge & Cox: Federated Hermes IS:
NatlMuni 10.22 0.02 3.3 -1.3 TechA 89.55 3.10 34.7 42.3 RealEstIdxInst n 17.38 -0.43 11.6 -1.5
Amer Beacon Insti: LgCapDefStyle I 26.35 -0.29 19.9 18.1 WealthBuilder p 15.90 0.01 14.3 20.4 Balanced n 110.49 -0.60 12.7 21.1 CorpBondFdIS 8.42 0.04 4.7 -3.3
NYMUNIOPP 10.78 0.02 4.3 2.5 Columbia Class C: SAIIntlMon 14.85 0.31 14.8 13.3
LgCapinst 30.96 -0.55 20.3 33.4 LgCapDefStyle R 26.32 -0.28 20.0 18.4 Deutsche DWS: Dodge & Cox n 11.01 0.03 3.4 7.4 GovUltra 9.83 0.00 5.5 11.4
ScTechOppInst 79.15 3.40 40.9 22.6 Balanced 55.77 0.63 16.9 18.6 SAIIntlSmComplet 12.58 0.20 9.1 -8.5
SmCpInst 28.77 -0.45 15.4 27.3 LgCpMultiStyle R22.02 0.24 29.0 42.4 CapGrth 134.95 2.59 30.8 28.1 GblStock n 16.53 0.01 10.8 28.8 IntEq IS 25.83 0.28 8.8 -0.5 SAIUSLgCpIndxFd 25.23 0.25 29.3 38.9
StratIncOpptyIns 9.57 0.02 6.1 7.6 DivInc 34.43 -0.41 18.3 26.4
American Century A: LngShrtEq I 17.30 0.35 31.2 102.7 CapGrth n 138.69 2.67 31.0 29.0 Income n 12.82 0.07 4.8 0.6 KaufmnLCIS 26.10 0.77 31.0 25.7 SeriesBondFd 9.08 0.03 3.5 -5.4
StratMuniOppI 10.73 0.02 5.2 -1.7 Columbia Class I:
EqIncA 9.46 -0.21 14.2 18.2 MgdFutStrI 8.77 0.20 7.2 49.2 CoreEq n 38.86 0.28 26.0 39.4 Intl Stk n 53.51 0.68 8.8 22.1 KaufmnSCI 56.54 0.30 18.8 -3.4 SeriesOverseas 14.53 0.32 12.0 8.9
TacOpp Inst 14.87 -0.03 11.9 24.5 Acorn I 13.48 0.06 23.3 2.2
American Century G: StylePremAlt R 8.28 0.19 20.3 85.0 EqDivA 60.56 -1.22 18.5 33.3 Stock n 283.89 -4.10 20.4 34.7 MidGrStI 70.06 1.84 45.3 46.9 SerLTTreBdIdx 5.68 0.04 0.1 -28.7
TotRet 10.00 0.04 4.2 -5.4 Balanced I 55.99 0.64 18.0 22.2
GlBond 8.97 0.03 4.2 -2.4 ArbitrageI : MgdMuniA 8.29 0.03 4.7 -1.0 Domini Funds: ShtlncIS 8.51 0.01 5.6 7.9 smallcpvInd n 30.17 -0.17 24.8 11.7
BNY Mellon Funds: ContCore I 40.12 0.61 27.6 42.1
InfAdjBd 10.75 0.04 4.1 -4.5 ArbitrageI 13.58 -0.02 2.9 9.3 MgdMuniS n 8.30 0.03 4.9 -0.4 US Equity Inv n 40.79 0.75 26.0 24.1 StraValDivIS 6.26 -0.14 18.5 31.7 SmallCapValIndx n 27.77 -0.43 16.1 16.4
AMTMunBdZ n 13.60 0.04 4.0 0.5 CorpIncm I 9.27 0.04 5.1 -2.7 UltraShortI 9.28 0.00 5.9 11.1
SDIPB 10.60 0.03 5.2 6.7 Ariel Investments: S&P500S n 52.04 0.51 29.0 37.8 DoubleLine Funds: SmCpIdxInstPrem n 30.12 -0.31 20.4 14.7
Aprec n 46.52 0.46 17.2 20.7 DivIncom I 35.81 -0.43 19.3 30.3 FedMuniUl A 10.02 0.00 3.5 7.3
Sustain Equity 59.17 0.63 25.0 31.4 ApprecInv n 44.22 -0.88 13.0 12.4 TechA 43.89 1.31 42.8 47.4 CoreFxdIncmI 9.33 0.04 4.8 -2.8 STBdIdx InstPrem n 9.99 0.02 4.2 3.3
Dr500In n 65.72 0.64 28.7 36.9 GlbTechGw I 94.72 3.28 35.0 43.4 Federated Hermes R:
American Century I: Ariel Inv n 81.18 -1.19 18.9 13.7 Diamond Hill Funds: FlexibleIncomeI 8.73 0.03 8.4 7.2 STTreIdx InstPre n 10.30 0.02 3.6 2.1
Dreyf n 21.40 0.19 32.7 48.4 LgCpGrow I 79.15 -1.08 36.3 37.5
CaHYMu 9.99 0.04 5.7 -0.4 Aristotle Value: DreyMid r Inv n 34.07 -0.34 20.9 25.1 LgCapI 37.41 -0.62 17.6 19.9 LowDurBdI 9.62 0.02 5.3 9.3 KaufmnR 6.62 0.06 25.9 3.6 TMktIdxInstPrem n 169.55 1.58 28.9 35.5
LgCpIdx I 65.68 0.64 29.1 38.2
DivBnd 9.27 0.03 3.6 -6.1 Equity Fund 22.74 NA NA NA GlFxIncI 20.90 0.09 6.0 3.2 LgCapY 37.48 -0.62 17.8 20.3 LowDurBdN n 9.61 0.01 5.1 8.5 Federated Hermes R6: TotalMarketIndex n 21.43 0.20 28.9 36.3
MdCpIdx I 15.46 -1.35 21.2 26.3
EqInc 9.48 -0.22 14.5 19.6 Artisan Funds: InstS&PStkIdx I 66.74 0.65 29.1 38.0 SelComunInfo 171.09 5.37 31.1 37.9 LongShortI 29.74 -0.02 10.4 16.5 ShillerEnhCAPEI 16.35 -0.08 20.0 22.4 FedInstHYBondL 8.97 0.02 7.2 8.6 TtlIntIdxInstPr n 14.35 0.19 9.1 8.5
Growth 65.35 2.21 30.2 32.6 GblOppInst 38.60 0.68 21.4 6.9 IntlStkI 24.77 0.55 4.2 -0.3 SelLCVal 37.46 -0.70 17.7 27.7 Dimensional Fds: TotRetBdI 8.87 0.04 5.0 -3.6 StrValL 6.27 -0.14 18.7 32.0 USBdIdxInstPrem n 10.46 0.04 3.5 -5.4
IntTF 10.88 0.03 3.2 0.7 GblOppInv n 37.43 0.65 21.1 6.1 IntlStkY 24.46 0.54 4.2 -0.1 SelMdCpVal I p 15.30 -0.19 19.9 25.5 2TGlFxd 9.92 0.01 5.1 7.3 TotRetBdN n 8.87 0.05 4.9 -4.3 TtlRtnBdL 9.56 0.03 3.9 -4.3 USSusIdx n 27.38 0.32 28.8 37.4
MdCapVal 17.41 -0.44 13.2 23.2 Intl Inv n 30.84 0.27 15.0 10.5 ResrchGrA 20.78 -0.19 31.7 27.3 SmCapGth I 30.66 -0.01 33.6 10.2 5GlbFxdInc 10.18 0.01 5.1 3.0 Dupree Mutual Fds: Fidelity: Fidelity Adv Focus A:
SmCapGrowth 24.21 -0.12 23.3 11.0 IntlInst 31.04 0.28 15.3 11.2 ResrchGrZ n 21.77 -0.17 31.9 28.0 SmCapVal I 54.36 -1.77 15.4 30.0 CASTMuniBd 10.23 0.01 2.9 4.8 KYTF n 7.30 0.02 2.4 -1.1 500IdxInstPrem n 212.00 2.09 29.3 38.9 HthCarA 66.10 -1.02 10.2 6.7
SmCapVal 11.92 -0.24 14.5 15.8 IntlVal Inst 49.15 0.08 10.6 31.3 SmCpStk r Inv n 30.06 -0.43 16.0 14.2 SmCpIdx I 27.29 -0.39 16.3 15.1 Cont 30.61 0.55 3.7 1.6 Eaton Vance Class A: BalancedK6 16.73 0.18 20.2 23.3 TechA 133.86 5.23 40.7 47.6
Ultra 106.52 4.00 34.6 35.5 IntlVal Inv n 48.98 0.07 10.4 30.4 StratValA 46.44 -4.67 21.9 47.9 StratInc I 21.66 0.10 6.6 4.5 DFARlEst 43.31 -1.05 11.9 -0.4 AtlCpSMID 38.48 -0.33 21.0 30.6 Contrafund K6 32.44 0.87 40.9 45.2 Fidelity Adv Focus M:

Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
Tech 121.45 4.74 40.3 46.6 Freedom2025 K 14.57 0.14 12.4 8.6 Magin n 15.48 -0.27 29.6 27.5 First Eagle Funds: Trusts n 100.48 1.43 31.2 45.4 IFP US EquityFd 23.55 -0.13 27.8 43.1 DispVal 28.28 -0.46 21.7 37.2 Lazard Instl:
Fidelity Advisor: Freedom2025K6 14.54 0.14 12.6 9.1 MAMun n 11.54 0.04 2.9 -1.0 GlbA 69.87 -3.67 16.5 26.1 GMO Trust Class III: Invesco Fds Investor: DispVal I 27.04 -0.44 22.0 38.2 EmgMktEq 19.00 0.30 10.7 16.2
FidAdBlncdFnd 30.99 0.31 NS NS Freedom2030 K 18.72 0.19 13.6 10.9 Manager40 n 13.47 0.11 10.7 8.0 Gold 26.81 -1.97 16.9 28.4 EmgCntryDt 21.07 NA NA NA DivrsDiv n 20.65 -0.14 18.7 32.4 DispValMCI 31.92 -0.55 16.6 30.9 GlbLstInfr 16.22 -0.14 8.6 23.0
FidAdBlncdFnd 30.97 0.32 NS NS Freedom2030K6 18.67 0.20 13.8 11.5 Manager60 n 16.61 0.17 13.7 11.5 OverseasA 24.86 -1.83 10.8 15.0 Quality 35.34 0.40 23.3 41.9 Tech n 73.69 3.32 42.1 28.7 DispValMdCp 30.23 -0.52 16.3 30.0 IntlEq 17.65 0.31 10.6 12.2
FidAdBlncdFnd 31.00 0.32 NS NS Freedom2035 K 16.71 0.19 15.7 14.7 McpVl n 35.21 -0.67 21.6 39.2 US Val A 21.52 -1.54 20.3 33.9 GMO Trust Class IV: Invesco Funds A: DispValMdCpR6 31.94 -0.55 16.7 31.4 IntStrtEq r 16.11 0.27 4.2 3.8
FidAdBlncdFnd 31.02 0.32 NS NS Freedom2035K6 16.68 0.19 15.9 15.3 MegaCpStk n 26.75 0.14 29.9 53.7 US Val I 22.07 -1.61 20.6 34.9 DispValR6 27.14 -0.44 22.1 38.7 Legg Mason I:
EmgCntrDt 21.03 NA NA NA 500InxA 64.72 0.63 28.7 36.8
FidAdBlncdFnd 31.01 0.32 NS NS Freedom2040 K 12.37 0.16 18.4 19.2 MidCap n 47.02 -0.02 22.7 32.8 FMI Funds: JHITFunLgCpCorFd:
Quality 35.46 0.39 23.3 42.1 ActiveAllA 14.94 0.13 14.2 7.1 IntlGrTrI 69.43 1.57 14.0 6.6
FreedBlnd2020 K 15.66 0.15 15.5 13.6 Freedom2040K6 12.33 0.16 18.7 19.9 MidCapStkK 47.11 -0.01 22.8 33.2 FunLgCpCorA 78.16 1.03 25.2 25.9
ComStkInvst n 40.39 -0.18 18.3 44.5 GMO Trust Class VI: BalancedRiskAllA 9.14 0.08 7.0 -2.0 OpporTrl 44.71 0.36 33.3 19.4
MultiAstIn Retai n 14.88 0.05 15.4 14.1 Freedom2045 K 14.39 0.19 19.6 20.9 MuniInc n 12.45 0.05 3.6 -0.2 FunLgCpCorI 83.29 1.10 25.5 26.9
IntlInvst n 37.52 0.49 10.7 25.9 Quality 35.36 0.40 23.4 42.3 CapApprA p 89.79 2.97 39.6 33.6 Longleaf Partners:
Semiconductors A 88.67 3.79 45.5 70.2 Freedom2045K6 14.35 0.19 19.7 21.5 NASDAQ n 253.12 8.21 33.1 34.3 John Hancock:
LgCapInvst n 17.61 -0.10 17.9 27.1 Goldman Sachs A: Chart 22.14 0.25 30.4 31.3 Intl n 16.53 0.23 3.8 2.3
SrsAdvIntlCapApp 33.85 0.77 13.9 10.6 Freedom2050 K 14.58 0.20 19.6 21.0 NewInsights Z 45.74 -0.36 34.7 37.3 500Index1 62.92 0.62 29.0 37.7
FPA Funds: CmstA 32.55 -0.45 20.5 41.4 Partners n 25.27 -0.48 11.9 9.5
StragInc n 11.85 0.04 8.0 5.5 Freedom2050K6 14.57 0.20 19.8 21.5 NewMill n 64.18 1.21 34.5 71.7 CapGr 37.55 NA NA NA
FPAQueeRoSCap 43.18 -0.45 17.1 26.2 CoreBdA p 5.73 0.02 4.3 -5.9 BondI 13.67 0.06 4.6 -4.6 Sm-Cap n 29.13 -0.58 16.7 15.1
Tech Z 151.49 5.93 41.2 49.3 Freedom2055 K 16.88 0.23 19.6 20.9 NewMkt n 12.98 0.11 9.1 5.7 IncBuilder 26.19 0.00 11.9 14.2
FPAFlexIncFnd 10.21 0.03 6.0 12.4 CpBdA 6.35 0.03 5.7 -5.1 BondR6 13.70 0.07 4.8 -4.3 Loomis Sayles Fds:
TotBdFdClZ 9.63 0.03 4.7 -2.2 Freedom2055K6 16.87 0.23 19.8 21.5 NYMun n 12.61 0.05 3.8 0.1 Muni 15.54 NA NA NA
FPANwInc 9.91 0.03 5.4 9.8 DevMktA 40.18 1.03 2.1 -15.9 CapApprNAV 18.78 0.73 35.8 31.3
Fidelity Advisor A: Freedom2060 n 15.45 0.20 19.3 20.5 OTC n 22.63 1.10 37.7 36.3 Goldman Sachs Inst: LSBondI 12.00 0.04 8.1 2.9
FPACres Inst 43.58 0.31 16.3 29.0 DiscFdA p 111.53 -0.16 33.2 10.0 IntlGrwI 28.37 0.45 15.0 -1.8
Idx2015InsPre 15.20 0.10 9.6 5.5 OTC K 23.21 1.12 37.7 36.7 EmgMktEq 24.03 NA NA NA LSBondR pn 11.92 0.04 7.8 2.1
AdvMdCpIIA 25.87 -0.36 24.8 25.9 FPACresentFnd 43.61 0.30 16.3 29.2 DisMdCpGrA 31.83 0.28 35.3 9.5 MdCpIdxI 22.66 -0.23 20.9 25.3
Idx2020InsPre 16.93 0.12 11.0 6.7 OverseasK 67.02 1.43 11.4 5.8 HYMuni 9.46 NA NA NA LSStrIncA p 12.35 0.02 8.7 3.4
AdvStrDivInA 18.02 -0.19 16.2 18.5 Franklin: DivIncm p 28.35 -0.22 17.0 30.7 Science&TechI 25.77 1.35 43.0 45.6
Idx2025InsPre 19.83 0.15 12.2 8.4 Ovrse n 67.14 1.44 11.3 5.5 Int 15.44 NA NA NA SmCpGI 32.38 -0.08 23.5 9.1
BioTech 31.26 -0.27 14.3 22.5 DivrsDiv p 20.65 -0.14 18.6 31.9 John Hancock Class 1:
Idx2030InsPre 21.40 0.18 13.4 10.6 PcBas n 33.89 0.43 14.5 0.3 FrnkGrowFdClA 19.06 NA NA NA IntlEqESG Inst 29.28 NA NA NA Lord Abbett A:
EqGrA p/r 23.00 0.48 34.7 41.3 EqIncA 11.59 -0.07 16.5 20.6 BlueChipGrw 66.93 2.04 40.6 33.2
Idx2035InsPre 24.73 0.23 15.3 14.1 PuritanK 26.15 0.34 22.8 24.9 Franklin A1: Muni 15.54 NA NA NA Affiltd p 19.70 -0.26 23.2 27.4
EqInA 36.09 -0.65 17.5 34.3 EqInvA 15.65 0.15 15.4 9.2 CapAppr 18.59 0.73 35.7 31.1
Idx2040InsPre 26.12 0.27 17.8 18.3 Puritn n 26.17 0.34 22.7 24.5 CA TF A1 6.97 0.03 4.1 -0.4 ShDuTF 10.39 NA NA NA BdDeb p 7.28 0.04 8.6 1.6
FF2030A 15.20 0.13 13.1 8.9 EqWtdA p 81.86 -1.02 18.5 23.1 LSAggr 15.61 0.10 19.2 17.3
Idx2045InsPre 27.52 0.30 18.9 19.9 RealE n 42.28 -0.99 12.0 0.9 CAHY A1 10.04 0.04 6.0 -1.6 Gotham: CalibrDivGr 24.68 -0.11 27.8 33.1
FltRateA 9.35 0.00 8.1 21.0 FltgRate p 6.71 0.01 7.0 17.1 LSBalncd 13.99 0.08 13.6 10.5
Idx2050InsPre 27.57 0.30 18.9 19.9 RealEstInc n 12.33 -0.03 10.0 4.8 Fed TF A1 11.04 0.03 5.0 -0.6 AbsRt Inst 24.28 0.12 24.7 44.4 CoreFxdInc p 9.35 0.04 4.0 -5.5
GrOppA 185.97 7.91 44.9 32.0 GblAllocA 20.10 0.18 9.4 5.9 LSConserv 12.12 0.04 8.2 5.1
Idx2055InsPre 22.68 0.24 18.9 19.9 SAIIntlMinVolInd 11.51 0.07 5.3 7.0 FedInt A1 11.41 0.04 3.9 0.9 GothamIdxPl Inst 29.67 0.20 31.3 52.9 DevGt p 24.40 0.34 32.7 -4.1
IntCpApA 31.39 0.71 13.6 9.7 GblStrIncmA p 3.11 0.01 3.9 1.2 LSGwth 15.03 0.09 16.7 14.6
Idx2055Investor 22.67 0.25 18.8 19.8 SAILTTreBdIdx 7.24 0.06 -0.8 -31.9 HiInc A1 1.76 0.00 8.5 13.0 Guggenheim Funds Tru: FloatRt p 8.18 0.00 8.5 20.6
LgeCapA 52.51 0.18 30.8 52.2 GlbOppA p 50.28 -0.20 -1.0 -29.2 LSModer 12.69 0.06 10.6 7.7
Idx2020 Premier 16.92 0.12 11.0 6.8 SAISm-MidCap500I 6.97 -0.07 19.6 21.5 HY TF A1 9.15 0.02 8.5 -0.4 FundlEq p 15.69 -0.19 25.5 33.3
NwInsghtA 43.26 -0.46 33.8 35.4 FloRaStraFdInst24.29 0.03 6.8 20.1 GlHltCr 39.35 -0.55 9.8 5.6 RetLiv2030 10.36 0.06 14.0 8.8
Idx2025 Premier 19.83 0.16 12.3 8.5 SAIUSMinVolIndFd 22.96 -0.11 23.0 31.4 IncomeA1 2.41 -0.03 9.4 16.0 HiYldA t 6.47 0.02 9.4 5.4
SmllCapA 33.69 -0.45 19.7 15.4 MacOppFdClInstl 24.87 0.04 8.2 9.3 GrIncA 24.64 -0.25 22.6 33.8 RetLiv2035 10.96 0.08 16.1 11.4
Idx2030 Premier 21.39 0.18 13.4 10.6 SAIUSQtyIdx 22.67 0.28 29.0 44.4 NY TF A1 10.15 0.03 3.9 -1.8 HYMuniBd p 11.15 0.03 8.0 -3.2
StkSelMC 46.01 -0.52 19.6 25.0 TotRtnBdFdClInst24.02 0.10 5.3 -4.7 GrowAlloc p 16.38 0.16 14.1 7.6 RetLiv2040 11.35 0.09 18.1 14.3
Idx2035 Premier 24.73 0.22 15.3 14.2 SCValueI 21.86 -0.37 15.7 22.5 US Gov A1 5.11 0.03 2.5 -4.3 IncomeA p 2.48 0.01 6.0 -2.8
StrInA 11.68 0.04 7.7 4.6 GuideMark Funds: HYMuA 8.74 0.02 7.3 -2.7 RetLiv2045 11.34 0.09 19.7 17.1
Idx2040 Premier 26.11 0.27 17.8 18.4 SmallCap n 20.24 -0.09 17.6 12.5 Utils A1 25.09 -0.89 32.4 34.3 IntrTxFr 10.37 0.03 3.8 -1.0
TotalBdA 9.65 0.04 4.3 -3.3 LgCpCorServ n 35.65 0.43 27.8 34.1 IntlDivA 16.52 0.29 2.5 -9.6 John Hancock Funds A:
Idx2045 Premier 27.52 0.30 18.9 20.0 SmCapDisc n 26.96 -0.31 9.3 15.0 Franklin Templeton: MidCapStk 39.02 -0.56 21.5 30.0
Fidelity Advisor C: GuideStone Funds: IntlGrow 23.85 0.43 4.5 3.4 BalA 30.06 0.42 16.0 18.4
Idx2050 Premier 27.56 0.30 18.9 19.9 SmlCapO n 15.97 -0.25 24.2 27.2 TgtGro A 21.23 0.19 19.7 19.9 MultiAstBalOppty 12.78 0.04 19.2 14.3
GrOppC 148.05 6.27 43.9 29.1 SmlCpGrth n 36.39 -0.16 30.9 19.4 IntlGrowA p 37.56 0.69 4.7 -4.7 BondA p 13.67 0.06 4.3 -5.5
Idx 2055 Premier22.68 0.25 18.9 20.0 TgtModA 16.42 0.13 15.8 13.5 AggrAllGS4 n 13.81 NA NA NA MultiAstInc 16.58 0.06 13.1 7.4
NwInsghtC 31.18 -0.94 30.4 29.9 SmlCpGrth K6 19.38 -0.08 31.3 20.9 IntlSmCoA 42.61 0.53 -0.8 -19.4 LifeBal 14.13 0.07 13.2 9.2
Idx 2060 Premier 19.22 0.21 18.9 20.0 FrankTemp/Frank Adv: BalAllGS4 n 12.34 NA NA NA ShDurTxFr 15.18 0.02 3.4 2.3
Fidelity Advisor Fun: SmlCpGrth Z 36.79 -0.16 31.0 19.8 IntTMIA p 10.53 0.02 4.1 0.1 LifeGrw 15.09 0.09 16.3 13.4
Idx2065 InstPrem 15.54 0.17 18.9 19.9 EqindxGS2 62.17 NA NA NA ShtDurIncmA p 3.88 0.01 5.3 5.6
EqGrClZ 27.16 0.57 35.1 42.9 CA HY Adv 10.06 0.03 6.1 -1.3 InvescoFd p 28.18 -0.24 23.1 15.6 LifeMod 12.78 0.05 10.2 6.5
IdxIncInsPre 12.06 0.05 7.0 3.5 SmlCpVal n 21.86 -0.37 15.7 22.6 EqIndxGS4 n 62.11 NA NA NA
CA TF Adv 6.96 0.03 4.4 0.0 InvGloblFdA 107.91 4.08 20.2 11.9 TaxFr p 10.70 0.04 4.9 -2.8
InterDiscZ 51.59 1.06 16.9 3.3 Income n 10.93 0.07 6.7 2.7 Srs1000ValIndRet 17.70 -0.34 20.5 29.2 GrAllGS4 n 13.53 NA NA NA USGlobLdrs 77.05 0.89 23.6 15.8
IntlGrwZ 21.26 0.40 11.2 6.9 CvtScAdv 24.65 0.02 20.2 13.9 LmtdTrmMunInc p 11.05 0.02 3.0 4.0 TotRet p 8.85 0.04 4.7 -4.7
Income K 10.91 0.07 6.8 2.9 SrsBlChGroRetail n 20.63 0.99 44.5 44.6 GrEqGS2 31.68 NA NA NA John Hancock Instl:
Semiconductors I96.05 4.11 45.8 71.5 Dynat Adv 190.90 6.34 36.6 20.9 MnStFndA 63.81 0.59 28.4 30.3 ValOpps p 20.15 -0.26 21.1 14.7
Fidelity Invest: SrsEmrgMkt 19.24 0.36 11.0 -3.1 GrEqGS4 n 30.84 NA NA NA BalancedI 30.04 0.42 16.3 19.5
fedadvcons 10.07 0.00 5.1 NS Fed TF Adv 11.05 0.03 5.1 -0.3 MnStOpA p 30.36 0.37 32.8 38.2 Lord Abbett C:
AdvSrsGroOpport 18.73 0.89 46.0 36.9 SrsGlobal 15.18 0.22 9.6 9.6 IntEqGS2 15.51 NA NA NA StratIncmOppI 10.11 0.02 4.2 1.4
Fidelity Advisor I: SrsIntlGrw 19.22 0.37 12.2 8.8 FedIntAdv 11.44 0.04 4.0 1.2 MnStSmCpA p 33.49 -0.05 25.3 27.8 BdDeb 7.30 0.04 7.9 -0.2
AggrInt n 30.19 0.68 13.8 10.6 LowDurGS2 12.92 NA NA NA USGlbLdrsGrwI 86.77 1.00 23.9 16.7
SrsGroCoRetail 27.88 1.24 43.2 42.4 Growth Adv 152.86 1.21 23.6 23.0 ModInvA 11.92 0.10 12.1 5.3 ShtDurIncmC t 3.90 0.00 4.7 3.7
BiotechI 34.22 -0.31 14.6 23.4 AilSectEq 13.87 0.18 31.7 45.6 MedDurGS2 12.85 NA NA NA JPMorgan A Class:
ConsvIncmMuni I n 10.06 0.00 3.3 7.3 SrsIntlSmCp 18.57 0.36 9.5 0.7 HY TF Adv 9.19 0.02 8.6 -0.2 MunInA 12.19 0.03 4.5 -1.9 Lord Abbett F:
AMgr20% n 13.96 0.08 7.6 5.0 ValEqGS2 21.56 NA NA NA CoreBond 10.35 0.04 3.9 -4.7
EqGrI 26.73 0.56 34.9 42.3 SrsIntlVal 13.08 0.19 12.1 29.7 IncomeAdv 2.39 -0.03 9.6 16.6 RchHiYldMuniA 6.98 0.01 6.1 -1.0 ShtDurIncm 3.88 0.01 5.4 6.2
AMgr50% n 21.64 0.20 12.2 9.8 RisDv Adv 101.11 -1.13 15.5 20.6 CorePlusBd p 7.30 0.04 4.8 -3.6
FAEmgMktI 32.18 0.72 12.8 -1.6 SrsSmCapDiscRet 12.05 -0.14 9.8 16.6 HI RisingDivA 28.47 0.07 24.2 33.2 EqInc p 26.28 -0.67 18.5 25.3 Lord Abbett I:
AMgr70% n 29.72 0.33 15.3 14.3 SmCpValAdv 69.43 -0.67 20.3 25.6
FAIntDiscI 51.62 1.06 16.8 2.9 STBF n 8.47 0.01 4.8 6.3 RochAMTFrMuni 7.00 0.02 3.7 -1.6 EqIndx p 91.38 0.89 28.8 37.1 BdDebentr 7.24 0.04 8.8 2.3
AMgr85% n 28.59 0.37 17.8 17.5 Utils Adv 25.38 -0.89 32.6 35.0 Harbor Funds:
FAInvGrdI 7.27 0.02 3.8 -4.8 StkSelSmCp n 41.24 -0.68 23.5 24.6 RochCAMuni 8.23 0.03 4.4 -0.6 GroInc p 83.54 -1.82 21.1 32.7 CalibrDivGr 25.02 -0.11 28.1 34.1
AstMgr30R n 12.25 0.09 9.2 6.2 FrankTemp/Franklin A:

FltRatel 9.33 0.01 8.4 21.9 StkSlcACap n 87.02 1.00 25.8 33.1 Bond 10.30 0.05 4.8 -3.1 RochLmtTrNYMuni p 2.83 0.01 4.2 1.1 GwthAdv p 41.65 1.12 35.9 36.5 DevlpGro 32.20 0.45 33.0 -3.4
Balanc n 31.01 0.32 20.0 22.3
GrOppI 206.79 8.81 45.3 33.0 StratDivInc n 18.20 -0.18 16.6 19.5 BAL A 12.90 -0.12 8.1 10.9 CapApInst 130.55 5.08 35.3 31.3 RoMu A p 15.51 0.05 4.2 -2.2 Inv Bal p 16.87 0.09 13.9 13.2 FloatRt 8.19 0.01 8.7 21.4
BalancedK 31.02 0.33 20.1 22.6
HiIncAdvI 11.30 0.05 12.5 15.4 StrDivIncI 18.12 -0.19 16.5 19.3 BalInv 39.28 -0.91 15.6 20.8 CapApInv n 119.83 4.65 34.8 29.9 SenFltRtA 6.60 0.01 7.5 19.9 InvCon p 12.99 0.07 9.7 6.5 HiYld 6.50 0.02 9.6 5.9
BluCh n 237.37 11.21 44.7 40.6
HthCarI 73.71 -1.13 10.4 7.5 TaxFrB n 11.17 0.05 3.7 0.3 BioDis A 141.35 0.03 11.2 21.5 IntlInst 48.45 0.71 9.8 13.1 ShortTerm p 8.09 0.01 5.2 6.1 InvG&I p 20.76 0.14 17.0 18.1 ShtDurInc p 3.88 0.01 5.7 6.5
BluChpGr K6 38.30 1.70 43.4 40.6
IntlGr 21.21 0.40 11.0 6.5 TotalBond n 9.65 0.04 4.7 -2.4 CoreAll A 24.76 0.13 20.9 23.1 LgCpValue 24.32 -0.47 13.8 18.7 SmCpValA t 26.81 -0.04 32.0 73.8 InvGrwt p 27.16 0.23 20.3 23.5 TotRet 8.86 0.03 4.9 -4.0
BluChpGrK 238.76 11.28 44.8 41.0
IntlSmCp 32.58 0.40 3.2 6.3 TotalBond K6 8.93 0.04 4.6 -2.3 CvtSc A 24.64 0.02 19.9 13.1 SmCpGwth 15.57 -0.30 17.7 12.3 SP IncomeA 6.08 -0.19 27.9 99.0 LgCpGwth p 81.11 2.64 38.6 42.1
BlueChipVal n 26.09 -0.76 11.1 26.0
MultiAssetInc 14.88 0.05 15.4 14.1 Trend n 221.73 8.56 49.3 47.7 DynaTech A 182.27 6.04 36.3 19.9 SmCpValInst 45.23 -1.04 17.3 26.0 Tech p 73.73 3.32 42.0 28.3 MdCpGrw p 46.42 0.76 24.0 14.3 M
CAMun n 12.42 0.05 3.8 0.8
MuniIncI 10.23 0.04 2.6 1.5 Utility n 35.55 -0.80 36.0 53.4 EqIn A 35.49 -0.52 23.0 28.7 Harding Loevner: Invesco Funds P: MdCpVal p 41.39 -0.87 19.6 25.3
Canad n 74.32 -0.50 15.2 28.5 MainStay Fds:
MuniIncome 12.44 0.05 3.5 -0.5 ValStra n 63.95 -1.49 15.7 34.7 FlRtDA A 7.72 -0.01 8.0 22.6 IntlEq 27.44 0.48 5.7 0.3 Summit P p 31.81 1.17 40.6 30.9 ShrtDurBd p 10.83 0.03 4.9 6.0
CapAp n 51.84 0.45 30.6 37.1
NwInsghtI 45.49 -0.36 34.5 36.8 Value n 16.78 -0.32 16.9 32.3 FoundFAlA 16.14 NA NA NA Hartford Funds A: Invesco Funds R: SR2030 p 19.90 0.12 13.5 10.9 FltgRateA t 8.90 0.00 7.9 19.7
CapDevA 25.65 0.09 31.4 53.7
REIncmInst 12.26 -0.03 9.8 4.7 ValueDisc n 38.51 -0.75 14.0 20.6 GoldPrM A 21.08 -0.33 26.6 4.4 SR2040A p 23.30 0.15 17.3 17.2 MainStay Fds A:
CapDevO n 27.06 0.09 31.7 55.0 BalIncA 15.24 -0.10 9.3 8.7 Invesco 24.58 0.44 4.9 4.7
SmCapGrwI 36.49 -0.15 30.9 19.3 ValueK 16.81 -0.32 16.9 32.6 GrOp A 56.80 1.35 32.7 19.3 USEquity 27.29 0.15 29.2 36.6 ConvtA 20.10 0.00 11.9 9.7
ChinaReg n 40.10 1.02 25.3 -4.8 CapAppA 48.75 0.22 25.0 27.0 Invesco Funds Y:
StkSelSCp 41.50 -0.68 23.5 24.6 Wrldw n 41.97 0.99 34.9 27.9 Growth A 151.19 1.19 23.3 22.1 ValAdv t 43.25 -0.85 22.8 33.1 HiYldBdA 5.26 0.02 7.6 11.2
CnvSc n 38.09 0.06 19.9 15.8 Chks&Bal 10.67 -0.01 15.0 15.4 CoreBdY 5.70 0.03 4.6 -5.1
StrInI 11.86 0.05 8.1 5.5 Fidelity SAI: LwDuToRt A 8.97 0.01 4.8 5.7
Contra n 21.94 -0.13 36.5 40.1 DiscpEqA 58.79 0.57 29.1 31.5 JPMorgan I Class: IncBldr 21.12 0.01 16.0 12.5
Total Bd 9.63 0.04 4.6 -2.6 RisDv A 101.21 -1.13 15.2 19.7 DevMktY 39.54 1.02 2.4 -15.2
ContraK 22.01 -0.15 36.5 40.4 FidSaiCndInxFnd 11.18 -0.09 NS NS DivGth A 37.81 -0.48 16.5 26.2 CoreBond 10.34 0.04 4.1 -3.9 LgCpGrA p 9.97 -1.80 35.0 34.6
Fidelity Advisor M: SmCpGr A 24.90 -0.14 20.9 11.6 DiscovY 138.16 -0.19 33.4 10.8
CorpBd n 10.70 0.05 5.4 -4.5 FidSaiInfltnFnd 10.08 0.03 NS NS EmrgMktEqAdv 17.33 0.30 10.5 -7.0 CorePlusBd 7.29 0.03 5.0 -2.8 TxFrBdA 9.50 0.03 3.3 -1.6
SmCpVal A 64.53 -0.63 20.0 24.6 EqWtdY 83.34 -1.05 18.8 24.0
EqGr 22.08 0.46 34.3 40.3 CpInc n 10.42 0.05 12.9 16.0 FidSaiLowIdxFnd 10.21 0.13 NS NS EqInc 22.49 -0.48 14.1 26.0 EmMktEq I 31.53 0.82 6.8 -14.8 MainStay Fds I:
SmMCpGrA 42.37 0.72 20.6 4.6 GloblY 109.83 4.16 20.4 12.7
GrOppM 182.23 7.74 44.6 31.0 DisEq n 76.42 1.31 30.7 30.4 FidSaiRlEsttFnd 10.04 -0.24 NS NS GrOppty 61.18 2.16 45.6 32.2 EqInc 26.84 -0.68 18.8 26.3 S&P500IdxA 64.73 -2.61 28.7 36.8
StrInc A 8.41 0.04 5.5 2.7 IncomeY 6.59 -0.20 28.3 100.4
NwInsghtM 39.98 -0.59 33.0 33.9 DivGth n 40.50 0.38 32.0 42.9 FidSaiTrsIdxFnd 9.73 0.03 NS NS Hlthcare 38.68 -0.59 5.4 3.4 EqIndx 91.56 0.90 29.1 38.1 Mairs&Power:
TgtCon A 14.45 0.10 11.4 6.8 IntGrowY 37.40 0.69 4.9 -4.0
Fidelity Advisor Z: DivIntl n 46.21 0.96 12.5 3.5 FidSAICnsrvInc 10.06 0.00 3.2 NS MidCap A 29.21 0.39 15.7 4.0 GrAdv r 44.28 1.20 36.2 37.6
TtlRtn A 8.40 0.03 4.1 -6.6 IntlSmCoY 42.31 0.53 -0.6 -18.8 MairsPwrBal n 113.59 -0.82 13.4 11.9
AdvIntlSmCpZ 32.56 0.39 3.3 6.7 DivIntl K6 15.28 0.33 12.6 4.2 FidSAIEmgMktIndx 14.22 0.25 9.6 -3.6 ShtDur 9.76 0.02 6.0 7.7 GvBd 9.61 0.04 3.3 -5.4
FrankTemp/Franklin C: RocMuniY 15.51 0.04 4.4 -1.4 MairsPwrGr n 183.32 -0.08 25.1 29.7
AssetManager50% 21.57 0.20 12.4 10.0 DivIntlK 46.13 0.96 12.6 3.8 FidSAIIntlIndxFd 14.72 0.22 8.3 13.8 HighYld 6.62 0.03 9.8 11.0
TotRBdA 9.22 0.03 4.1 -5.0 Sel40Y 9.81 -0.25 34.7 109.2 Marsico Funds:
AssetMngr85 28.43 0.36 17.8 17.7 DivStkO n 42.37 0.59 32.8 40.6 IntlValIdx 10.05 0.14 7.7 24.7 DynaTech C 144.47 4.77 35.3 17.3 IntlEq 20.07 0.42 6.4 4.6
Hartford Funds C: Ivy Funds: Focus pn 32.45 1.05 46.6 44.8
AsstMngr70 29.69 0.34 15.4 14.6 Emerg Asia n 50.92 0.92 27.5 -2.4 LowDurationInc 10.18 0.00 5.2 12.1 Income C 2.46 -0.03 9.1 14.4 IntmdTFBd 10.08 0.03 3.5 0.3
Muni Inc 10.05 0.04 3.6 0.4 RisDv C 98.82 -1.13 14.4 17.0 Bal IncC 14.95 -0.11 8.5 6.3 AssetStrA p 23.40 0.29 18.0 20.5 Mass Mutual:
CorporateBond 10.70 0.05 5.5 -4.2 EmrgMktK 39.78 0.83 11.2 -5.7 Hartford Funds I: InvConGw 13.09 0.07 9.9 7.3
SAIEmgMktLoVolIx 11.77 0.17 7.6 10.5 FrankTemp/Franklin R: BalancedA p 24.43 0.13 20.0 19.3 SelBluChipGroClI24.74 0.85 39.9 42.3
EmMkt Z 32.13 0.71 12.9 -1.3 EmrgMktsDebt 8.12 0.06 10.2 6.5 InvGrwth 28.05 0.23 20.5 24.4
SAIInflaFocFd 84.83 -0.70 3.2 3.1 FrkDynTchR6 193.91 6.44 36.7 21.2 BalIncI 15.25 -0.10 9.6 9.5 CoreEqA t 19.99 0.11 31.7 38.8 MassMutual Premier:
FloatRateHighInc 9.33 0.00 8.5 22.2 EmrMkt n 39.74 0.84 11.1 -6.0 LgCapVal 23.09 -0.23 24.0 43.4
ShortTermBd 9.72 0.01 4.7 6.4 FrkGrthR6 152.81 1.21 23.6 23.3 DivGthI 37.57 -0.47 16.7 27.1 GlGrFundClA p 38.18 0.63 22.4 23.1 CoreBdI 9.19 0.04 6.0 -4.3
GrOpp 209.96 8.94 45.4 33.5 Eq Inc n 80.31 -1.19 20.9 31.8 LgCpGwth 83.54 2.72 38.9 43.1
TotalBd 9.14 0.04 5.0 -1.8 FrkIncR6 2.40 -0.03 9.6 16.7 EmrgMktEqInv 17.30 0.30 10.8 -6.3 HiIncA p 6.13 0.01 7.6 8.0 MassMutual Select:
IntCpAp 33.98 0.77 14.0 11.0 EqDivIncm n 31.44 -0.56 17.8 35.7 MdCpGrw 57.93 0.95 24.3 15.1
TxFreeBd 10.23 0.04 3.7 1.3 FrkRisDivR6 101.10 -1.13 15.5 20.8 EqIncI 22.29 -0.47 14.4 26.9 HiIncI r 6.13 0.01 7.9 8.8
InvestGradeBd 7.28 0.03 3.9 -4.3 EqIncK 80.24 -1.18 21.0 32.2 MdCpVal 42.26 -0.88 19.9 26.3 IdxEqI 19.71 0.19 29.1 38.4
U.S.TreBdIdx 8.84 0.03 2.7 -7.1 FrkSmCpGrR6 29.37 -0.16 21.4 13.0 GrowOppI 68.11 2.41 45.9 33.1 IntlCorEqI r 21.69 0.44 8.5 12.0
NewMktsIncFdZ 12.98 0.11 9.1 5.9 Fidel n 98.91 2.05 32.8 34.2 MidCapEq 70.37 -0.55 21.1 22.0 MCGrEqIII 23.55 0.18 18.9 11.5
USMomentumIdx 17.84 0.06 38.0 36.7 FrankTemp/Mutual A&B: InterValue 18.87 0.14 7.0 27.1 LgCpGwthA p 37.55 0.07 28.0 33.8
RE Income 12.26 -0.03 10.0 5.1 FltRateHi n 9.33 0.00 8.3 21.9 MtgBckd 10.28 0.05 4.7 -0.8 MCpGrEqIIS 22.99 0.17 18.9 11.1
SmallCapValue 21.88 -0.37 15.8 23.1 USValueIndex 12.82 -0.20 21.9 38.5 IntlAlphaInv 18.59 0.42 11.7 9.1 LgCpGwthl r 41.41 0.14 28.3 34.8
FocsdStk n 44.09 0.94 45.6 40.7 Beacn A 17.37 -0.14 13.0 19.2 ShtDurBnd 10.84 0.02 5.1 6.6 Matthews Asian Funds:
StkSelAllCap 86.47 1.00 25.9 33.4 Fidelity Selects: MidCap 31.19 0.43 16.0 4.8 MidCapI 31.81 -1.75 11.1 -2.5
FournOne n 62.93 0.68 17.7 18.0 Shares A 28.30 -0.54 17.6 26.9 SmCap 63.53 -0.69 17.6 13.8 IndiaInv nr 30.60 0.68 16.0 32.3
StkSelSmCap 41.48 -0.68 23.7 25.1 Biotech n 20.69 -0.20 16.4 13.0 MunOpptI 8.45 0.03 4.0 0.8 MdCpGwthA p 27.23 -1.78 10.8 -3.3
GNMA n 10.23 0.04 3.1 -3.6 FrankTemp/Temp A: SmCapGrw 22.55 -0.13 21.2 -3.7 Metropolitan West:
StrgInc 11.86 0.04 8.1 5.8 Broker n 193.38 -0.92 43.6 54.2 StrInc 8.01 0.04 9.3 5.3 ScTechA p 53.45 -7.19 37.0 35.7
GovtInc n 9.24 0.04 2.7 -7.1 DvMk A 19.76 0.27 11.1 -2.7 USEquity 27.42 0.15 29.5 37.7
Comp n 118.20 3.63 25.5 27.9 WorldBond 10.26 0.02 4.8 5.2 ScTechI r 73.36 -6.49 37.4 36.6 IntmBdI 9.44 0.02 3.4 -1.0
Fidelity Freedom: GroCo n 45.44 2.00 42.4 39.5 Frgn A 8.18 0.00 1.9 18.8 USLgCpCorPls 23.48 0.17 35.0 47.3
ConStap n 98.57 -1.04 9.2 19.9 Hartford Funds Y: LowDurBdI 8.37 0.02 5.0 5.5
2030 Z 15.17 0.14 13.5 10.1 GroInc n 65.79 -0.27 27.1 47.6 GlBond A 6.86 -0.02 -7.4 -10.2 JL USRechEnhEq 47.52 0.43 29.4 40.7
CstHou n 135.95 -1.61 27.8 33.8 IntlValY 19.36 0.15 7.0 27.2 TotRetBd n 9.14 0.03 3.2 -7.4
2060 K6 15.48 0.21 19.8 21.5 GrowCoK 45.72 2.01 42.5 39.7 GlSmCo A 10.22 0.05 8.8 -1.3 ValAdv 43.70 -0.87 23.0 34.1
DfAero n 19.83 -0.32 19.2 51.0 IntOppY 20.43 0.33 13.3 6.3 TotRetBdI 9.14 0.04 3.5 -6.7
FF2010 n 14.66 0.10 7.9 3.7 GrowIncK 65.72 -0.26 27.2 48.0 Growth A 28.23 0.20 10.5 20.4 Janus Henderson: JPMorgan Inst Class:
Energy n 60.08 -2.56 8.3 78.8 Hartford HLS Fds IA: TRBdPlan 8.57 0.03 3.5 -6.6
FF2015 n 12.11 0.10 9.4 5.1 GrStrt n 79.09 1.72 40.2 30.0 World A 18.50 0.43 23.3 28.4 Balanced C 48.73 0.45 17.9 13.7 ValAdv L 43.79 -0.87 23.2 34.7
Gold n 27.09 -0.39 22.5 10.8 UnconstrBdI 10.39 0.01 6.7 5.8
FF2020 n 15.36 0.13 10.9 6.5 GwthDiscovery n 66.17 1.38 35.0 42.5 FrankTemp/Temp Adv: Balanced 31.16 -0.05 14.9 17.5 Balanced T n 49.56 0.47 18.8 16.5 JPMorgan L Class:
Health n 31.00 -0.57 11.3 8.4 MFS Funds:
FF2025 n 14.59 0.14 12.3 8.3 HighInc n 8.00 0.02 10.4 9.3 CapApp 56.70 0.32 25.2 32.1 Contrarian T n 32.50 NA NA NA Fl EmMktEq L 31.79 0.84 6.9 -14.6
HlthCareSrvPt r n 120.02 -6.98 -6.6 5.1 GlBondAdv 6.82 -0.02 -7.2 -9.5 IIE 35.88 0.79 8.9 13.8
FF2025A 13.50 0.12 11.9 6.8 IntBd n 10.20 0.02 4.3 0.4 DiscEqui 23.51 0.23 28.9 31.4 Enterprise Inst 88.93 -0.29 22.0 26.2 MdCpVal L 43.13 -0.90 20.0 26.8
Insur n 100.41 -2.85 35.4 70.2 Frost Family of Fund: MFS Funds Class A:
FF2030 n 18.73 0.19 13.6 10.6 IntlCapiApp K6 17.46 0.40 14.1 11.1 Div&Grwth 25.03 -0.32 17.0 27.2 Enterprise T n 156.63 NA NA NA JPMorgan R Class:
FF2035 n 16.73 0.19 15.6 14.4 IntlDisc n 51.83 1.06 16.8 3.0 ITSvs n 69.74 0.10 18.9 10.6 FrTRInst 9.88 0.03 8.0 11.4 IntlOpp 16.89 0.27 13.3 6.0 AgGrAIA 32.52 0.07 16.7 15.8
Leisr n 23.17 0.26 27.8 47.6 GlbEqIncA 6.31 0.03 10.1 18.2 CoreBond 10.36 0.05 4.3 -3.4
FF2035A 15.64 0.15 15.2 12.5 IntlGrRet n 21.27 0.40 11.1 6.5 MidCap 30.99 0.42 16.1 4.9 CoEqyA 57.05 0.49 25.5 32.0
MdTchDevis n 68.70 -0.48 13.2 -9.4 G GlbResch T nr 121.56 NA NA NA CorePlusBd 7.30 0.03 5.2 -2.6
FF2040 n 12.36 0.16 18.3 19.0 IntlScOpps n 21.69 0.40 8.6 -4.6 Stock 105.11 -1.71 12.1 19.7 GlEqA 50.82 0.14 9.6 6.4
Multimedia n 117.46 5.29 37.3 36.4 GblResh Inst 75.58 1.11 28.3 35.5 HighYld r 6.63 0.03 9.9 11.6
FF2040A 17.72 0.19 17.8 16.6 IntlSmCap n 32.36 0.39 3.2 6.4 Gabelli Funds: TotRetBd 9.64 0.05 4.4 -4.1 GlTotA 18.20 -0.06 7.9 7.7
Pharm n 27.90 0.39 19.2 44.0 GlbSel T n 20.85 NA NA NA MtgBckd 10.27 0.05 4.7 -0.4
FF2045 n 14.39 0.19 19.4 20.6 IntlVal n 10.87 0.15 10.7 25.6 Heartland Funds: GrowthA 215.13 6.71 36.5 30.6
Retail n 22.65 0.72 29.0 15.4 Asset p n 55.43 -0.42 14.3 16.2 GlLifeSci T nr 71.75 -5.13 10.0 22.5 ShtDurBnd 10.84 0.02 5.1 6.8
FF2050 n 14.58 0.20 19.5 20.5 IntMu n 10.21 0.03 2.7 1.6 Val Inv n 55.19 -0.88 22.7 32.5 IntlVA 41.72 0.65 11.7 3.8
Semiconductors r n 35.57 1.28 46.7 74.4 GabelliAsstFdClI 55.32 -0.41 14.5 17.1 GlTech T nr 71.18 NA NA NA SmCpVal 31.46 -0.34 17.6 18.8
FidFree2065 14.20 0.19 19.8 21.5 InvGB n 7.26 0.02 3.8 -4.7 Hennessy Funds: LtdMA 5.86 0.01 5.2 6.8
Softwr n 32.10 1.50 18.2 31.3 SmCapG n 46.54 -0.61 18.5 29.4 Grw&Inc T n 81.26 0.49 18.6 24.7 USEqR5 27.52 0.15 29.7 38.3
FrdmBlen2025 K6 11.61 0.10 12.2 7.9 InvGrBd 10.13 0.03 4.3 -3.0 MCapA 32.70 0.18 22.3 10.4
Tech n 40.19 1.58 41.0 46.4 SmCpGrwI 48.68 -0.63 18.8 30.4 CorMidCap30Inst 25.91 -4.72 46.0 104.3 MdCpVal T n 18.02 -0.37 19.4 30.9 USRechEnhEq 47.45 0.43 29.5 41.1
Free2055 n 16.87 0.23 19.4 20.5 LargeCap n 57.50 0.18 30.9 53.2 MCapValA 35.85 -0.70 20.2 27.1
UtilGr n 129.19 -4.57 34.5 46.2 Util A p 5.60 -0.17 18.0 7.8 CrnrMdCp30Inv 24.53 -4.46 45.5 102.1 Resh T n 87.31 -1.49 39.2 42.8 JPMorgan R5 Class:
Free2060InstPrem 19.21 0.21 18.9 19.9 LevCoSt n 42.36 0.65 36.3 37.3 MIGA 47.39 0.53 20.4 26.0
Fidelity Series: Gartmore Funds: Homestead Funds: Venture T n 86.26 -6.57 21.0 9.5 SR2030 R5 20.11 0.12 13.7 12.1
Free2060Investor 19.21 0.21 18.8 19.8 LmtTrmMuniIncm n 10.47 0.02 3.0 2.1 MITA 42.20 0.27 24.3 27.8
NationwideInstSv 35.19 NA NA NA Value n 57.19 -0.87 19.3 31.7 Jensen I : SR2040 R5 23.59 0.17 17.7 18.4
Freedom2010 K 14.65 0.10 8.0 3.8 LowP n 42.75 -2.38 7.7 20.3 Canada 17.03 -0.09 15.9 29.2 MuHiA 7.66 0.02 9.0 -0.2
LowPriStkK 42.67 -2.39 7.8 20.5 FASeriesEqGroFd 21.12 0.46 36.1 46.9 Gateway: Hotchkis and Wiley: Jensen I 60.17 -0.33 14.2 16.8 JPMorgPrm: MuInA 8.38 0.03 5.3 0.0
Freedom2015 K 12.09 0.09 9.4 5.2
Freedom2015 K6 12.05 0.09 9.8 5.7 LowPriStkK6 15.31 -0.62 9.7 23.7 IntMuni Z 10.23 0.03 2.7 1.7 GatewayA 47.47 0.34 17.9 20.2 HiYldI 10.72 0.03 8.1 11.4 JensenQualGrJ n: USEquity L 27.50 0.15 29.7 38.3 MuLtdA 8.03 0.02 3.7 2.6
Freedom2020 K 15.36 0.13 11.0 6.7 LtdTmBdFd n 11.44 0.02 5.3 5.4 FidelityAdviAsset: GE Elfun/S&S: SmCpVal 78.78 -7.21 11.3 39.2 JensenQualGrJ n 60.29 -0.33 14.0 16.1 Laudus Funds: NewDA 26.56 -0.40 13.1 -9.1
Freedom2020K6 15.30 0.13 11.2 7.2 MagellanK 15.46 -0.28 29.6 27.7 ADVAssetMan60 16.60 0.17 13.7 11.7 Tax Ex n 10.18 0.03 2.9 -0.7 IFP US Equity Fund: JHF III DispVal: USLgCpGr nr 29.05 1.05 37.2 29.0 ReInA 23.90 0.32 7.9 3.2

Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
ResBdA 9.62 0.04 4.5 -3.9 AlCpCore n 29.19 0.16 26.6 28.3 ComPLUSStrtgyFd 6.60 -0.03 5.4 36.5 Principal Investors: Shelton Funds: Tweedy Browne Fds: EXPValFd n 52.38 -0.73 21.7 24.1 TxMCaInst r 156.53 1.43 28.6 36.9
RschA 66.13 0.72 24.0 29.9 CreditIncomeFd n 8.19 0.04 5.3 -6.1 DynamicBd 10.04 0.04 7.3 7.5 CapApprA p 87.04 1.02 31.3 42.0 CoreVal n 18.22 0.09 21.6 32.8 GblValue n 28.62 0.13 4.6 12.8 FTAlWldInAdml n 37.70 0.50 9.7 9.9 TxMSCInst r 101.43 -1.44 16.4 15.8
TechA 73.38 3.02 40.6 41.3 FixInc pn 10.21 0.03 3.2 -1.0 GNMAGvtSec 9.42 0.05 4.0 -3.9 EqIncIA p 45.07 -0.65 21.4 23.7 SmeadFds: GlbCapCyl Inv nr 13.54 -0.11 10.7 36.2 ValueInst 69.56 -1.33 21.5 35.4
TotRA 20.92 -0.21 11.8 13.2 LrgCpStr n 21.73 0.23 25.2 20.1 IncomeFd 10.69 0.03 6.6 8.5 FlIncA p 12.45 0.04 8.8 3.9 U GlbEq n 39.22 0.53 20.1 17.9 Victory Funds:
SmeadValueInstl 84.16 -1.73 10.4 27.8
UtilA 24.05 -0.86 16.7 19.1 MuniBd pn 11.63 0.05 1.7 0.1 InflRespMulAsset 8.39 -0.01 7.1 11.9 InfPro IN 7.94 0.02 3.7 -5.1 GloMinVolFdAdm n 33.02 -0.17 17.3 25.5 EstValA 53.30 -1.02 15.7 28.2
Sprott Funds Trust: Ultimus:
ValueA 54.31 -1.41 16.2 21.5 Sm&MdCapStrategi n 17.53 -0.01 13.6 1.6 Pioneer Funds A: LgCpStA p 30.05 0.30 28.9 37.3 GNMA n 9.31 0.04 2.9 -3.7 EstValI 53.37 -1.02 16.0 29.4
MFS Funds Class I: Optimum Funds Inst: GoldEq Inv p/r tn 55.53 -0.10 30.0 19.5 LyricalUSVlEqI 27.62 -0.44 20.7 33.3 GroInc n 71.89 0.98 30.6 40.3
CoreEqA 23.39 0.23 18.0 20.5 LgIndxI 30.10 0.30 29.2 38.3 EstValR p p 52.24 -1.01 15.5 27.4
SSgA Funds: UM Funds: HlthCare nr 212.19 -2.15 4.4 17.1
BondI 12.54 0.06 5.4 -3.9 Fixed Inc 8.51 0.04 3.8 -5.6 DiscGrA 19.23 0.35 25.0 30.9 LgIndxJ tn 29.63 0.29 29.0 37.6 SmCoOppI 54.46 -0.79 12.5 19.6
GrowthI 234.95 7.34 36.8 31.6 Intl Eqty 13.40 0.26 12.8 5.6 MdCapVa 24.87 -0.63 15.4 27.1 LT2020 In 13.26 0.05 10.5 7.8 SP500 n 288.49 2.82 29.1 38.3 BehavVal 92.99 -2.05 16.6 34.6 HYCor nr 5.49 0.01 7.2 9.8 Victory Port:
MCapI 35.37 0.20 22.6 11.2 LgCpGrwth 27.38 0.99 36.7 29.1 PioFdA 41.29 0.22 28.4 37.3 LT2020J tn 13.14 0.05 10.4 7.4 State Street Institu: BehavValA t 89.61 -1.99 16.2 33.2 InflaPro n 11.89 0.03 3.7 -5.0 IntegSmCap R6 39.73 -0.76 12.9 26.1
MCapValI 37.05 -0.72 20.5 28.1 LgCpVal 20.71 -0.46 18.5 26.5 SelMCGrA 51.74 1.55 36.3 15.4 LT2030In 15.20 0.06 12.8 10.3 SmCapEq (ICL) 20.24 NA NA NA IntlExplr n 17.75 0.22 4.2 -10.2
Market Neutral I 8.44 0.07 0.3 7.8
MIGI 49.53 0.56 20.8 26.9 SmCpGrwth 15.31 0.06 23.1 4.2 Pioneer Funds Y: LT2030J tn 15.12 0.07 12.7 9.8 State Street V.I.S.: V IntlGr n 37.01 0.77 15.6 -6.4
SSfnd 54.37 -0.79 12.5 19.8
MITI 40.30 0.26 24.6 28.8 SmCpVal 16.50 -0.31 17.1 15.2 BondY 8.38 0.04 5.2 -3.7 LT2040I 17.66 0.08 16.0 15.5 TR V.I.S. Cl 1 16.92 NA NA NA IntlVal n 42.39 0.68 5.0 10.4
VALIC: VsycamoreFnd 53.41 -1.02 16.1 29.6
ResBdI 9.62 0.04 4.6 -3.6 Osterweis Strat Income: PionFdY 42.35 0.23 28.7 38.5 LT2040J tn 17.41 0.08 15.9 14.9 Sterling Capital Fds: ITIGrade n 8.76 0.02 5.2 -1.6
Victory Portfolios I:
RschI 68.62 0.74 24.2 30.8 LT2050I 18.87 0.10 18.4 19.3 CoreVal 13.06 -0.16 17.9 29.6 ITTsry n 9.91 0.02 3.0 -4.3
OsterweisStrInc n 11.23 NA NA NA StratIncY p p 9.69 0.04 6.9 1.4 TotRetBdI 9.41 0.04 4.2 -4.6 500Indx Reward n 78.12 0.89 29.7 38.0
TotRI 20.92 -0.20 12.1 14.1 MdValI In 19.34 -0.33 18.3 28.2 GlobEq 6.53 0.13 14.2 -3.3 LifeCon n 22.07 0.14 10.4 6.6
ShortTermIncY 8.90 0.02 6.3 10.3 CapGr n 14.77 0.07 21.9 30.0
ValueI 54.72 -1.42 16.5 22.4 PQ MidCpBldA 46.89 -0.52 27.7 27.8 T IntlEq 8.44 0.12 7.7 11.8 LifeGro n 48.12 0.45 17.3 18.1
Price Funds: CorePlusInterR6 9.28 0.02 5.0 -1.4
Mondrian: PreSecI 9.28 0.03 10.4 5.8 LgCpGro 21.91 0.25 20.4 25.8 LifeInc n 15.88 0.08 7.0 1.0
2050RetFd n 20.14 0.07 19.2 19.3 MdCpStGr 22.21 0.21 29.9 25.8 LifeMod n 34.26 0.27 13.8 12.3 CrnrsMod n 16.00 0.06 10.3 7.8
IntlValEq n 15.78 0.14 8.3 18.6 PACE Funds Cl P: PtrLGI In 22.70 0.60 30.5 24.1 TCW Funds:
Balnanced n 28.71 0.16 15.6 15.2 MidCpIdx 29.73 -0.30 21.0 25.5 LTIGrade n 7.98 0.04 2.7 -17.7 CrnstModAggr n 28.82 0.11 11.9 10.5
Morgan Stanley Inst: IntlEqty P 18.91 0.30 10.9 18.4 BlChip n 209.71 6.48 40.4 31.6 PtrLV In 21.61 -0.32 20.1 29.9 CoreFxInc n 9.77 0.04 3.2 -6.8 ExtMktIn n 24.99 -0.20 20.0 17.0
lcGEqty P 21.05 0.63 33.7 33.7 RealEstSecI 30.18 -0.75 10.7 -0.8 SciTech 34.12 1.55 38.4 34.4 LTTsry n 8.43 0.06 -0.3 -29.1
CapGrI 61.42 2.81 59.9 -7.0 Communica&Tech n 174.09 5.79 45.7 21.9 EmMktInc n 6.70 0.05 9.7 1.6 GovSecFd INSTL 8.88 0.02 3.5 -0.7
lcVEqty P 23.06 -0.36 18.6 34.8 SAMBalA p 17.68 0.06 16.0 14.5 SmCpIdx 17.72 -0.19 19.9 12.9 MATxEx n 10.34 0.05 4.0 -0.5
CapGrP p 54.88 2.50 59.5 -7.7 DivGro n 83.28 -1.09 18.5 26.1 TotRetBondI n 7.95 0.04 4.4 -8.8 Gr&Inc n 29.25 0.05 26.7 35.3
Palmer Square: SAMGrA p 21.32 0.07 19.4 19.4 StckIdx 61.59 0.61 29.0 37.7 MidCpGro pn 29.70 0.62 27.7 14.5
GloFranI t 38.60 0.03 12.3 14.3 DvsfMCGr n 53.82 1.12 35.1 27.9 Templeton Advisor: Gr&TxStr n 28.78 0.19 16.7 16.2
SmCpBldIN 31.22 -0.04 15.2 8.8 ValUltra 17.91 0.60 36.3 31.1 MuHY n 10.91 0.05 5.5 1.0
InsightA p 42.14 1.83 59.7 -8.6 Income Plus 10.17 0.02 6.6 15.2 EmMktS n 34.99 0.62 1.0 -20.5 Frng Adv 8.04 0.01 2.2 19.8 Grwth n 43.86 1.50 37.3 40.7
StrGrw A p 24.91 0.08 21.5 22.9 VANGUARD ADMIRAL: MuInt n 13.79 0.05 3.1 1.7
IntlEqI 14.43 0.26 6.3 10.1 Parnassus Fds: EqInc n 38.82 -0.86 17.0 28.9 Third Avenue: HiIncm n 6.96 0.03 7.7 9.8
ProFunds Inv Class: 400MCpIdxInst450.45 -4.54 21.4 26.7 MuLong n 11.08 0.05 3.9 0.2
MorganStanleyPathway: ParnEqFd n 61.97 -5.48 33.6 40.2 EqIndex n 160.53 1.57 29.1 38.2 ValueInst 65.16 -0.40 1.0 45.1 MuLtd n 10.93 0.02 3.3 4.4 Inco n 11.68 0.04 5.4 -2.5
UltNASDAQ-100 n 122.11 7.51 51.1 35.4 500Adml n 563.32 5.53 29.3 38.8
CoreFxIcm n 6.85 0.03 2.8 -7.4 Parnsus n 61.87 -3.56 19.0 10.5 FinSvcs n 48.42 -0.71 37.0 43.1 Thompson IM: OHLTte n 11.93 0.07 4.4 -0.4 IncStk n 21.62 -0.42 19.7 33.9
BalAdml n 51.72 0.37 18.4 18.0
LgCapEq n 26.77 -0.85 26.8 30.6 Pear Tree: GlbStk n 69.63 1.12 21.5 12.4 Putnam Funds: Intl n 28.41 0.31 9.3 11.3
Bond n 10.54 0.04 11.7 10.8 CAITAdml n 11.53 0.04 3.2 2.0 Primcp nr 179.04 2.19 18.6 32.9
Munder Funds: ForeignVal I r 23.78 0.14 3.5 6.7 GlbTech n 21.65 0.75 38.2 -4.8 GrOpp R6 77.62 -0.35 36.6 42.4 Thornburg Fds: PrmcpCor n 37.37 0.15 17.7 31.6 IntmTerm n 12.71 0.02 3.7 0.7
CALTAdml n 11.68 0.05 4.1 0.9
PearValSCapInst 15.79 0.19 0.7 4.4 GMS-fd n 10.13 0.01 5.8 0.6 Putnam Funds Class A: SelValu nr 32.98 -0.49 14.1 37.4 LgTerm n 12.44 0.03 5.7 -0.7
MndrIntlSmCpInv r 15.81 0.19 9.0 0.4 IncBuildA t 25.89 0.18 13.9 27.2 CapOpAdml nr 213.71 2.86 19.3 27.3
Perm Port Funds: Growth n 116.31 3.76 34.3 18.0 CATx p 7.52 0.03 4.8 0.6 STAR n 30.12 0.25 13.2 10.4 Nasdaq100 n 54.30 1.76 29.0 38.1
Mutual Series: IntVal I 27.69 0.46 16.1 14.7 CoDilxAd n 202.95 8.40 29.6 19.3
HelSci n 95.65 -1.23 8.8 4.5 DynAABalA 18.04 0.19 20.1 21.3 STIGrade n 10.38 0.02 5.4 5.4 Nasdaq100InINSTL 54.35 1.75 29.0 38.1
BeacnZ 17.65 -0.14 13.3 20.1 Permanent n 62.22 -1.71 23.6 33.7 LtdTIncI 13.03 0.03 5.6 4.5 CoStIxAd nr 109.60 -0.71 18.5 26.8
HiYield n 5.99 0.02 7.5 10.0 DynAAGthA 22.39 0.28 23.6 27.2 StratgcEq n 43.24 -0.16 25.8 38.0 ntTerBd n 9.28 0.03 4.9 -2.1
GlbDiscA 31.95 -0.22 8.7 27.9 PGIM Funds Cl A: LtdTMu I 13.62 0.03 2.5 2.0 DivAppIdxAdm n 55.09 -0.43 20.8 29.6
InstFLRfd r 9.51 0.01 8.8 22.3 PutLargCap p 36.33 -2.61 25.4 44.5 StrSmCpEqInv n 46.56 -0.30 24.4 35.9 S&PIdx n 78.05 0.89 29.7 37.7
GlbDiscz 33.01 -0.22 9.0 28.9 Balanced 18.97 0.16 16.7 16.6 Thrivent Funds A: EMAdmr n 38.67 0.85 14.0 3.6
InstHiYld 7.93 0.02 7.6 10.5 PutFocIntEq p 15.52 0.23 6.3 6.2 TgtRe2020 n 29.65 0.18 10.3 7.9 SciTech n 32.46 1.52 39.6 11.5
QuestZ 15.41 -0.15 12.6 18.6 HighYield 4.84 0.01 8.7 8.6 LgCpStk 30.92 0.24 19.8 21.5 EnergyAd nr 63.91 -3.11 11.6 82.4
LgCapGow I 89.57 2.25 36.2 32.0 GeorgePutBal 26.40 0.21 19.8 22.5 TgtRe2025 n 20.68 0.15 12.5 10.6 ShtT n 10.24 0.01 3.6 3.7
SharesZ 28.81 -0.54 17.9 27.9 JennBlend 25.32 -3.00 28.1 25.7 MidCapStk 34.29 0.00 18.7 15.7 EnergyAdml nr 95.99 -3.04 14.2 57.6
InstLCCoreGr 84.28 2.60 40.6 32.3 GlbHlthCare p 62.27 -0.88 7.9 19.8 TgtRe2030 n 40.49 0.32 14.1 13.0 ShtTBdA n 9.11 0.01 6.2 9.8
JennFocGrowth 27.81 1.16 37.0 24.0 MuniBd 10.45 0.04 4.0 -1.1 EqIncAdml n 98.05 -1.66 18.8 32.9
N LgCpVal 26.22 -0.71 16.8 26.3 GrOpp p p 71.00 -0.59 36.1 41.0 TgtRe2035 n 25.55 0.22 15.5 15.3 TarRet2030 n 13.27 0.08 12.9 14.3
JennGrowth 61.87 -4.64 35.3 30.0 Thrivent Funds S: EuropeAdml n 84.07 1.51 6.6 12.4
InstSmCap 31.72 -0.30 19.1 9.8 StDurInc 10.13 0.01 5.3 12.7 TgtRe2040 n 45.91 0.42 16.8 17.7 TarRet2040 n 14.00 0.09 16.0 18.7
JennHealthSci 41.35 -0.21 14.3 22.9 ExplrAdml n 121.85 -0.92 18.0 11.9
Natixis Funds: IntDis n 67.61 0.97 7.3 -12.2 SustainLdrsFd p 129.08 -9.99 29.7 29.7 LgCpVal n 33.02 -0.53 18.9 32.7 TgtRe2045 n 31.48 0.30 18.1 19.9 TarRet2050 n 14.76 0.11 17.7 21.1
JennMidCapGrowth 17.15 0.04 19.8 13.4 ExtndAdml n 156.39 0.92 26.5 18.9
InvGradeBdA p 9.97 0.05 4.7 -0.6 IntEqIdx nr 16.86 0.25 8.1 12.8 Putnam Funds Class Y: MidCapStk n 40.67 0.00 19.0 16.4 TgtRe2050 n 52.89 0.53 19.0 21.4 TarRetIncm n 11.17 0.06 9.5 10.1
JennUtility 17.01 -0.57 33.1 32.6 FinIxdAd nr 62.27 -0.90 36.6 38.5
InvGradeBdY 9.98 0.05 5.0 0.2 IntlStk n 20.74 0.32 8.6 8.6 OppIncmPl n 9.16 0.03 6.5 4.6 TgtRe2060 n 54.37 0.54 19.0 21.4 ValueFd n 22.20 -0.31 21.6 36.3
ShrtTermCorpBond 10.66 0.02 5.3 4.9 GrOpp Y 76.56 -0.40 36.5 42.0 GNMAAdml n 9.31 0.03 3.0 -3.4
LSGrowthY 32.25 1.24 38.8 56.4 MCapVal n 38.37 -0.42 23.0 44.6 TIAA-CREF/Instl Cl: TgtRet2055 n 59.02 0.59 19.0 21.5 VicAggFnd n 72.66 2.31 38.2 35.4
TotalReturnBond p 12.15 0.05 4.7 -4.8 PutLargCap 36.33 -2.63 25.7 45.6 GroIncAdml n 117.36 1.62 30.7 40.7
USEqOppsA 47.87 0.52 30.4 43.8 MCEqGr 73.22 0.36 16.4 11.4 CoreBond Inst 9.24 0.03 4.7 -3.5 TgtRetInc n 13.91 0.08 8.9 6.0 SustWld n 32.77 0.35 23.1 27.0
PGIM Funds Cl Z: ShtDurBd 9.90 0.01 5.6 8.0 GrwthAdml n 217.93 7.42 36.7 38.6
MD Bond n 10.28 0.04 4.7 1.0 CorePlsBd 9.28 0.03 5.2 -2.6 USGro n 77.86 2.86 37.5 22.2 CorePlus INSTL 9.28 0.03 5.0 -1.8
Neuberger Berman Fds: SmCapGr 85.26 -0.59 34.5 23.2 HltClxAd nr 133.59 -2.46 7.7 12.0
HighYield 4.86 0.02 9.2 9.6 MidCap n 116.06 0.57 16.0 11.5 TIAA-CREF/Retail Cl: WellsI n 26.38 -0.12 8.6 6.9 Income Fund INST 11.67 0.04 5.5 -2.4
EqIncInst 14.74 -0.22 18.6 22.4 StDurInc 10.14 0.01 5.4 13.0 HlthCareAdml nr 89.50 -0.90 4.4 17.3
JennGrowth 72.12 -4.24 35.6 31.2 N Asia n 17.29 0.24 9.4 -13.8 Welltn n 47.96 0.35 17.8 18.4 IncStkFd Instl 21.58 -0.42 19.7 34.0
GenesInst 72.26 -1.48 18.3 14.4 EqIdx 43.99 NA NA NA HYCorAdml nr 5.49 0.01 7.3 10.2
JennHealthSci 51.50 -0.26 14.6 23.9 N Inc n 8.06 0.04 3.5 -7.5 R Wndsr n 24.54 -0.40 15.4 34.0 IntlFd INSTL 28.31 0.31 9.4 11.6
IntrinsicValInst 22.74 -0.21 12.5 6.3 Gro&Inc 29.31 NA NA NA InfProAd n 23.34 0.05 3.8 -4.8
JennMidCapGrowth24.08 0.06 20.2 14.5 NAmer n 83.68 1.03 30.9 36.4 WndsrII n 50.45 -0.16 18.6 28.5 Short-Term INSTL 9.11 0.01 6.4 10.2
LCVal Inst 48.28 -0.89 17.0 18.2 LrgCpGro 30.73 NA NA NA InfTechIdx n 329.94 11.27 33.8 50.0
TotalReturnBond 12.10 0.04 4.9 -4.1 New Era n 41.24 -1.30 10.7 23.3 RiverNorth Funds: VANGUARD INDEX FDS: Virtus Equity Trust:
LgShInst 18.93 0.13 8.5 16.6 MgdAlloc 13.19 NA NA NA IntlGrAdml n 117.78 2.44 15.7 -6.1
PIMCO Fds Admin: NHoriz n 63.57 -0.39 13.1 -11.8 RNDLIncomeI 8.96 NA NA NA SmCapSusI 39.58 NA NA NA
MidCapGroR6 20.81 0.62 38.2 21.0 SocChEq 27.54 NA NA NA ITBondAdml n 10.37 0.03 3.6 -4.9 500 563.32 5.53 29.2 38.4
TotRtAd p 8.70 0.04 4.7 -4.9 OverS SF nr 13.31 0.18 6.7 8.2 Royce Funds: VirtusFunds:
NeubCrBdInst 8.94 0.04 4.0 -5.1 TIAA/CREF Funds: ITCorpIx n 22.18 0.08 5.3 -1.4 EmgMktInstPl 97.82 2.16 14.0 3.8
PIMCO Fds Instl: QMUSSmCpGrEq n 50.30 -0.42 22.7 19.7
StrIncInst 10.02 0.03 7.0 5.8 Oppty I nr 17.56 -0.10 16.2 17.9 BdIdxInst 9.71 0.03 3.5 -5.5 ITIGradeAdml n 8.76 0.02 5.3 -1.3 ExtndIstPl 385.92 2.26 26.5 18.9 CeredexMdCpVlEqI 13.64 NA NA NA
AllAsset 11.34 NA NA NA SpectConsAllo n 20.48 0.06 11.0 8.6
SustainableEqIns 52.16 0.22 29.9 39.8 PAMut I nr 10.43 -0.15 13.6 23.3 EqIdxInst 43.23 NA NA NA ITsryAdml n 9.91 0.02 3.1 -4.0 FTAIWdInPl 126.58 1.68 9.7 10.1 RCMGrowthA 94.04 NA NA NA
AllAssetAuth r 6.62 NA NA NA SpectModerAllo n 25.83 0.08 13.7 10.3
Neuberger Berman Inv: PremierI nr 12.73 -0.18 10.5 17.8 EqIdxRet 43.85 NA NA NA ITTresIdx n 19.94 0.07 2.8 -4.4 IdxIntl 20.04 0.26 9.3 8.9 RCMTechI 93.02 NA NA NA
CommodtyRR 13.05 NA NA NA SpectModerGwAllo n 42.95 0.14 16.8 13.1
Focus n 31.86 0.65 27.3 10.8 RS Funds: Gr&IncInst 17.25 NA NA NA LarCapAd n 141.61 1.63 29.7 37.5 ITTresIdx Inst 24.74 0.08 2.8 -4.4 VirtusFunds Cl A:
DivInc 9.83 0.05 7.9 3.1 R2010 n 16.20 0.05 11.3 9.1
Genes n 72.01 -1.48 18.1 13.9 CoreEqVIP 54.97 -0.79 26.5 43.5 HgYldInst 8.91 0.04 8.9 12.3 LTGradeAdml n 7.98 0.04 2.7 -17.5 LTTresIdx Inst 25.28 0.21 -0.3 -28.7 RCMTech 64.58 NA NA NA
EmMktsBd 8.66 0.06 9.9 3.3 R2015 n 13.44 0.05 11.8 9.9
Guard n 31.59 0.88 26.5 35.8 Russell Funds S: IntlEqIdxInst 23.69 NA NA NA LTsryAdml n 8.43 0.06 -0.2 -28.9 MdCpGrAdml n 118.37 1.87 25.9 14.8 VirtusFunds Cl I:
GlblBdOppUSH 9.63 0.04 5.1 7.1 R2020 n 19.96 0.07 12.3 10.3
IntlEqInst r 13.72 0.14 10.4 2.2 LTTresIdx n 19.92 0.17 -0.3 -28.8 MdCpVlAdml n 89.38 -1.86 20.9 26.3 IntSmCapI 19.85 NA NA NA
R2025 n 17.76 0.07 13.0 11.1 GblEq 11.15 0.13 20.3 27.1 IntlEqIdxRet 24.26 NA NA NA
HiYld 8.12 0.03 7.6 9.5 MatIdx nr 105.26 -2.88 10.0 16.0 SmValAdml n 91.38 -1.40 19.9 29.4
LCVal n 48.27 -0.89 16.8 17.6 R2030 n 27.42 0.10 14.5 12.7 IntlDvMkt 44.52 0.56 7.6 11.8 IntlEqInst 14.27 NA NA NA MulSStI 4.55 NA NA NA
HiYldMuniBd 8.68 0.02 6.8 1.1 MidCpAdml n 351.08 -1.19 23.3 20.6 TotBd2 9.58 0.03 3.3 -5.6
Neuberger Berman Tr: R2035 n 22.41 0.09 16.4 15.1 InvGrdBd 18.54 0.03 3.7 -7.7 LC2025Ret 15.01 NA NA NA QualitySmCapI 28.82 NA NA NA
IntlBdUSH 9.98 -0.04 5.8 3.8 MrgBkdIdx n 18.53 0.08 3.5 -4.0 TotIntlInstIdx r 134.03 1.73 9.4 9.1
Genes n 71.66 -1.48 18.0 13.5 R2040 n 32.57 0.12 17.9 17.0 StratBd 9.27 0.02 3.4 -7.7 LC2030Ret 16.01 NA NA NA SmCpCorI 63.43 NA NA NA
InvGrdCrBd 9.12 0.04 5.6 -3.8 MuHYAdml n 10.91 0.05 5.5 1.2 TotItlInstPlId r 134.07 1.74 9.4 9.2
GenesisFdR6 72.25 -1.48 18.4 14.7 Ret2025A p 17.58 0.06 12.8 10.2 TaxExBd 22.16 0.01 3.0 1.1 LC2035Ret 17.25 NA NA NA Vivaldi Merger:
LgTrmCrdtBd 9.17 0.07 5.1 -15.2 MuIntAdml n 13.79 0.05 3.2 1.9 TotSt 147.21 1.36 28.7 34.9
Nicholas Group: Ret2045 n 23.69 0.09 18.9 18.7 TMUSMdSmCp 44.96 -0.55 15.5 12.5 LC2040Inst 11.88 NA NA NA Arbitrage Fund 10.52 -0.65 5.2 11.5
LngDurTotRtrn 7.41 0.05 3.5 -20.5 MuLTAdml n 11.08 0.05 4.0 0.5 VANGUARD INSTL FDS:
Nch II I 37.39 -0.13 14.1 16.4 Ret2045R 22.94 0.08 18.4 17.0 TxMngUSLgCp 88.36 0.57 25.4 31.1 LC2040Ret 18.51 NA NA NA Voya Fds:
LowDur 9.27 0.02 4.7 4.7 MuLtdAdml n 10.93 0.02 3.4 4.6 BalInst 51.73 0.37 18.4 18.0
Nich n 102.30 0.94 23.3 40.1 Ret2055 n 21.14 0.07 19.3 19.3 USSmCpEq 31.00 -0.31 17.2 15.3 LCIdx2020Inst 20.66 NA NA NA InmdBdI 8.80 NA NA NA
LowDurInc r 8.14 0.02 7.7 11.8 MuShtAdml n 15.82 0.01 3.4 6.7 DevMktsIndInst 16.32 0.16 7.7 10.9
Northern Funds: RetBal Inc n 13.78 0.04 10.5 8.5 Rydex Dynamic Fds: LCIdx2025Inst 23.18 NA NA NA TRPGrEqI 102.98 3.38 34.6 18.6
LTUSG 14.61 0.11 0.5 -27.6 NJLTAdml n 11.60 0.05 4.1 1.1 DevMktsInxInst 25.51 0.24 7.7 11.0
SciTec n 58.47 3.04 45.5 45.7 NasdaqStratH p 618.58 38.16 51.3 36.0 LCIdx2035Inst 28.46 NA NA NA
BdIdx n 9.26 NA NA NA ModDur 9.29 0.03 4.6 1.3 NYLTAdml n 11.10 0.05 4.2 0.6 EmMkInst r 29.41 0.65 14.0 3.8
EmMktsEqIdx nr 11.78 NA NA NA Sht-Bd n 4.61 0.01 5.0 5.2 Rydex Investor Class: LCIdx2040Inst 31.02 NA NA NA WXYZ
MortgOppBd 9.33 0.03 6.4 5.9 PacifAdml n 93.27 0.13 5.8 5.0 EuroInst 35.85 0.64 6.6 12.5
SmCap n 61.60 -0.94 18.5 10.5 NasdaqInv n 90.71 2.91 28.1 34.7 LCIdx2045Inst 32.70 NA NA NA
GlbREIdx nr 10.15 NA NA NA MuniBd 9.60 0.03 4.9 1.8 PALTAdml n 11.02 0.05 4.2 0.5 ExDurTrsInst 22.86 0.29 -3.7 -42.4 Wasatch:
SmCapStk n 69.04 -0.65 19.0 9.3 LifeStkIdx 48.89 NA NA NA
HiYFxInc n 6.13 NA NA NA RealRtnI 10.18 0.03 4.6 -3.4 PrmcpAdml nr 185.56 2.28 18.7 33.2 ExtndInst 156.38 0.91 26.5 18.9
IntlEqIdx nr 14.98 NA NA NA ShortT 9.66 0.00 5.8 12.3
SpecGr n 28.41 0.03 22.2 23.6 S LrgCpGrIdxInst 70.41 NA NA NA RealEstatAdml n 135.59 -3.36 11.6 -1.8
CoreGr n 105.48 -1.46 22.2 16.2
SpecInc n 11.39 0.02 5.4 2.3 LrgCpGrIdxRet 70.91 NA NA NA FTAlWldIst r 119.53 1.59 9.7 10.0 SmCapGr n 44.35 -0.23 22.5 -8.2
IntTxExpt n 9.90 NA NA NA ShtAssetInv 9.96 0.01 5.6 12.2 S&PSC600Idx 463.85 -6.56 16.4 15.6 FTScinst 42.12 0.76 30.4 35.3
SuMuInc n 11.50 0.05 4.9 0.2 Schwab Funds: LrgCpGrInst 30.98 NA NA NA UltraGr n 37.53 -0.32 18.2 -11.7
MidCpIdx n 24.20 NA NA NA StcksPLUSIntlHdg r 8.71 NA NA NA SmCapAdml n 123.93 -0.81 22.5 22.5 GrwthInst 217.95 7.42 36.7 38.7
SuMuInt n 11.46 0.04 2.7 0.2 1000 Inv nr 132.43 1.33 29.4 36.7 LrgCpVl IdxInst 27.82 NA NA NA WCM:
SmCapIdx n 15.95 NA NA NA StksPLS 13.39 -0.72 29.4 34.0 SmGthAdml n 106.36 0.46 25.7 12.4 InPrSeIn 9.51 0.02 3.8 -4.6
TF Incom n 11.36 0.04 8.0 0.0 Balanced n 18.05 NA NA NA LrgCpVl IdxRet 28.36 NA NA NA FcusEmgMk Inst 15.28 0.32 14.0 -16.1
SmCpVal n 22.10 NA NA NA StPlTRInst r 13.17 -0.51 30.6 34.5 STBondAdml n 10.19 0.02 4.1 3.0 InstIdx 502.34 4.94 29.3 38.8
TF Incom n 9.61 0.03 4.4 0.6 CoreEq n 25.91 0.47 29.0 35.6 LrgCpVl Inst 24.07 NA NA NA FocInterGrFdInv23.09 -2.39 15.0 -0.5
StkIdx n 62.54 NA NA NA TotRetESG 7.74 0.03 4.6 -6.6 STCorpIx n 21.40 0.05 5.4 5.6 InstPlus 502.34 4.93 29.3 38.9
TFSI n 5.51 0.02 2.7 2.7 FunIntlLgInst nr 11.17 0.08 6.4 20.6 LrgCpVlRet 23.92 NA NA NA WCM Focus Funds:
TxExpt n 9.71 NA NA NA TotRt 8.70 0.04 4.9 -4.2 STFedAdml n 10.19 0.01 4.4 2.8 InstTStIdx 104.88 0.97 28.8 35.4
TotIndex n 65.68 0.61 28.5 35.2 FunUSLgInst nr 29.64 -0.28 22.1 39.4 MdCpVl Inst 20.11 NA NA NA WCMFocIntlGrwIns 23.45 -2.45 15.3 0.2
Nuveen Cl A: TrndsMgdFutStrgy 10.22 NA NA NA STIGradeAdml n 10.38 0.02 5.5 5.7 InstTStPlus 104.86 0.98 28.8 35.4
U.S.EqResch n 60.83 0.76 30.7 43.1 HlthCare n 26.81 -0.30 5.7 9.0 QuantSmCpEqInst 21.98 NA NA NA Weitz Funds:
AAMunBd p 10.30 0.03 4.3 -7.0 PIMCO Funds: STIPSIxAdm n 24.61 0.04 5.0 7.1 ITBdInst 10.37 0.03 3.6 -4.8
USLrgCpCore n 45.61 0.06 27.9 38.0 InflProSel n 10.34 0.03 3.9 -4.6 RealSecInst 19.01 -0.59 11.3 -5.4 STsryAdml n 9.86 0.02 4.1 2.8
CAMunBd p 10.25 0.02 4.4 -2.8 StcksPLUSIntlHdg 8.56 NA NA NA VABond n 11.47 0.05 4.6 0.2 ITBdInstPI 10.37 0.03 3.7 -4.8 CorPluInc Inst 9.75 0.03 5.3 1.4
IntI Sel nr 24.41 0.36 8.2 13.4 S&P500IdxInst 67.11 NA NA NA STTresIdx n 19.46 0.04 3.9 4.1
HiYldMuBd p 15.17 0.04 7.3 -4.5 PIMCO Funds A: Value n 50.78 -1.15 21.1 24.8 LaCapInst 582.86 6.71 29.7 37.5 ShtDurIncInst 12.01 0.02 5.7 9.2
IntlMstr nr 21.11 0.31 5.8 -8.2 S&P500IdxRet 66.47 NA NA NA TotBdAdml n 9.71 0.03 3.4 -5.5
IntDMunBd p 8.94 0.03 3.5 0.0 HiYldMuniBd 8.68 0.02 6.5 0.2 Price Funds - Adv Cl: LTBdInst 11.05 0.08 1.6 -21.7 Western Asset:
MT AllEq n 26.07 NA NA NA SmCpBl IdxInst 27.19 NA NA NA TotIntBdIdxAdm n 20.23 0.07 4.7 -1.8
LtdMnBd p 10.99 0.03 2.5 1.8 IncomeFd 10.69 0.03 6.2 7.2 MidCpInst 77.56 -0.26 23.3 20.6 CoreBondI 10.62 NA NA NA
BlChip p 202.81 6.25 40.1 30.5 MT Gro n 28.83 NA NA NA SmCpBl IdxRet 27.28 NA NA NA TotIntlAdmIdx nr 33.52 0.44 9.4 9.0
Nuveen Cl I: InvstGrCrBd 9.12 0.04 5.2 -4.9 MidCpIstPl 382.50 -1.30 23.3 20.7 CoreBondIS 10.64 NA NA NA
CapAppA p 38.53 0.19 15.4 22.9 S&P Sel n 94.52 0.93 29.3 38.8 SocChEqInst 32.26 NA NA NA TotStAdml n 147.26 1.37 28.8 35.3
HYMunBd 15.17 0.03 7.4 -3.9 LowDurInc 8.14 0.02 7.3 10.4 RealEstaInstl 20.99 -0.52 11.6 -1.7 CorePlusBdA 9.32 NA NA NA
Growth p 111.78 3.60 34.0 17.1 SmCp Sel nr 39.14 -0.41 20.4 14.4 SocChEqRet 32.87 NA NA NA TxMBal nr 46.68 0.33 15.1 18.3
Nuveen Cl R: MuniBdA 9.60 0.03 4.6 0.8 Rs1000GrwIdxInst817.2828.68 36.9 43.3 CorePlusBdI 9.33 NA NA NA
R2020A p 19.71 0.07 12.1 9.6 SmCpEqSel nr 23.79 -0.18 18.7 26.1 Tortoise Capital: TxMCapAdml n 315.03 2.86 28.5 36.8
CAMunBd 10.26 0.03 4.8 -2.1 RealRtnA 10.18 0.03 4.2 -4.6 Rs1000Vl IdxInst335.98 -6.35 20.4 28.8 CorePlusBdIS 9.32 NA NA NA
R2030A p 27.00 0.09 14.3 11.9 Trgt2030 nr 17.65 NA NA NA TorMLPPipInsCl 20.15 -0.61 48.6 108.8 TxMIn nr 16.29 0.15 7.7 10.8
IntDMunBd 8.96 0.03 3.5 0.5 ShtTmA 9.66 0.00 5.6 11.5 Russ1000IdxInst538.12 5.45 29.3 37.2 IntermTermMuniA 6.13 0.01 3.4 1.2
R2035 22.19 0.08 16.1 14.2 Trgt2040 nr 19.54 NA NA NA Touchstone Family Fd: TxMSC nr 101.20 -1.44 16.4 15.7
TotRetA 8.70 0.04 4.6 -5.2 Russ3000Idx 525.04 4.80 28.8 35.7 IntermTermMuniI 6.13 0.01 3.7 1.8
LmtTrmR 10.94 0.02 2.6 2.4 R2040A p 32.08 0.12 17.6 16.1 TSM Sel nr 104.37 0.96 28.9 35.4 USGroAdml n 201.87 7.41 37.6 22.6
PIMCO Funds C: FlexIncY 10.51 0.04 6.5 6.3 SmCapInst 123.93 -0.81 22.5 22.6 ManagedMuniA 15.25 0.04 4.2 0.0
Nuveen Fds: Ret2045-A p 23.39 0.08 18.6 17.8 USSmCoIdx nr 19.29 -0.17 16.6 22.8 UtilIxAd nr 86.41 -3.36 28.6 26.6
FocEqY 77.57 1.00 23.1 30.1 SmCapIstPl 357.71 -2.34 22.5 22.6 ManagedMuniI 15.27 0.04 4.3 0.5
RealEst 16.77 -0.40 11.7 -0.1 IncomeFd 10.69 0.03 5.5 4.8 Ret2050-A p 19.82 0.07 19.0 18.4 SEI Portfolios: ValAdml n 69.56 -1.33 21.5 35.4
MdCpGrwY 45.64 1.33 27.1 22.6 SmGthInst 85.17 0.36 25.7 12.5 SMAShCrPlCp n 5.87 NA NA NA
PIMCO Funds I2: Price Funds - R Cl: CoreFxIn F 9.62 0.04 3.2 -7.6 WdsrllAdml n 89.52 -0.28 18.7 28.8
O Touchstone Funds Gro: SmValInst 51.08 -0.78 19.9 29.5 SmashSerC n 9.37 0.11 4.8 15.2
CommdtyRR 12.94 NA NA NA BlChipR p 190.02 5.85 39.7 29.5 EMktDbt F 8.81 0.05 4.9 1.5 WellsIAdml n 63.91 -0.30 8.7 7.1 STBdIdxInstPl 10.19 0.02 4.1 3.1
MdCpY 60.24 -0.73 15.6 28.2 SmashSerM n 7.67 NA NA NA
ComPLUSStrtgyFd 6.49 -0.02 5.4 36.1 ExtIndex nr 38.08 0.23 26.4 19.5 HiYld F 5.43 0.01 9.8 10.2 WelltnAdml n 82.81 0.60 17.9 18.6 STBDInst 10.19 0.01 4.1 3.0
Oak Associates Funds: Touchstone Strategic: Williamsburg Invst T:
HiYldMuniBd 8.68 0.02 6.7 0.8 GrowthR p 105.64 3.40 33.7 16.2 IntlEmg F 11.52 0.23 7.5 -5.9 WndsrAdml n 82.75 -1.36 15.5 34.3 STCorpIxInst p 26.19 0.06 5.4 5.7
RedOakTec n 50.12 1.27 27.3 35.5 Income 10.69 0.03 6.5 8.2 R2030R p 26.56 0.09 14.0 11.1 IntlEq F 12.91 0.26 11.3 15.0 LagCapFoc A p 73.66 0.97 24.3 32.1 VANGUARD FDS: DavPrtSmCapFoFd n 18.82 -0.14 10.1 17.5
Oakmark Funds Invest: STIGradeInst 10.38 0.02 5.5 5.8 Wilmington Funds:
IntlBdUSH 9.98 -0.04 5.7 3.5 R2040R p 31.63 0.11 17.3 15.2 IntMuni F 11.24 0.04 3.3 0.0 Transamerica A:
CAIT n 11.53 0.04 3.1 1.8 STIPSIxins 24.63 0.04 5.0 7.1
EqtyInc nr 37.38 -0.24 12.5 17.1 InvstGrCrBd 9.12 0.04 5.5 -4.1 Ret2025-R p 17.23 0.06 12.5 9.4 LgCapGr F 54.52 1.64 37.8 40.8 AsAIGrow p 16.33 0.15 22.2 21.4 CapOp nr 92.56 1.24 19.2 27.1 STTresIdx 24.45 0.05 4.0 4.1 RoxSCG Inst 84.22 -0.61 48.2 36.2
Oakmark n 160.22 -2.51 20.9 40.5 LowDurInc 8.14 0.02 7.6 11.4 Ret2035-R 21.75 0.08 15.8 13.3 LgCVal F 28.51 -0.46 18.0 26.8 AsAlMod p 12.48 0.09 13.5 8.8 DivdGro n 41.04 -0.67 12.3 20.7 TotBdInst 9.71 0.03 3.4 -5.4 Wm Blair Funds Cl I:
OakmrkInt n 26.48 0.64 -1.3 2.1 MuniBd 9.60 0.03 4.8 1.5 Ret2050-R 19.50 0.07 18.7 17.5 S&P500 F 108.84 1.07 29.0 37.9 AsAlModGr p 14.10 0.13 17.3 14.2 DivrEq n 55.47 0.59 26.2 28.6 TotBdInst2 9.58 0.03 3.4 -5.4 IntlGthI r 30.66 0.63 6.9 -8.4
Select n 83.63 -0.99 18.8 34.4 RealRtn 10.18 0.03 4.5 -3.7 PRIMECAP Odyssey Fds: TaxMgdLC F 39.93 0.03 19.7 26.4 Balanced 37.26 0.27 18.2 19.3 EmgMktSelStk n 22.69 0.34 9.8 -0.1 TotBdInstPl 9.71 0.03 3.4 -5.4 SmCapValI 32.73 -0.51 10.1 10.8
Oberweis Funds Instl: ShtTm 9.66 0.00 5.7 12.0 AggGrowth r nr 50.57 0.83 17.9 15.9 TaxMgdSmMdCp F 29.93 -0.29 22.7 19.2 Trust for Professional Ma: Energy nr 51.14 -1.62 14.1 57.3 TotIntBdIdxInst 30.36 0.11 4.7 -1.7 SmMidI r 33.51 0.06 18.5 10.7
Oberweis 28.44 0.47 25.7 33.3 TotRt 8.70 0.04 4.8 -4.5 Growth r nr 43.02 0.37 17.1 28.4 Selected Funds: PerfTrstMuniInst 23.37 0.15 3.9 -0.6 EqInc n 46.78 -0.80 18.7 32.6 TotStInst 147.29 1.37 28.8 35.3 Wm Blair Funds Inst:
Old Westbury Fds: PIMCO Funds Instl: Stock r nr 41.39 0.17 18.0 31.7 AmShD n 44.51 -0.30 24.2 33.6 PrfTrtStrtBd Ins 20.10 0.09 6.0 -0.9 Explr n 130.93 -1.00 17.9 11.5 TtlWrldIxInst p 251.34 2.65 21.2 25.2 IntlGth 15.40 0.31 6.9 -8.4
D ATA MARKET LABORATORY B A R R ON S .C OM / D ATA
DJ Half-Hourly Averages Trading Diary

The Dow Jones Averages Dow Jones 30 Industrial (divisor: 0.16268413125742)
Daily
Open (t)
Open (a)
10:00
Dec 2
44963.94
44925.86
44783.12
3
44821.03
44769.58
44713.11
4
44922.21
44941.05
44955.85
5
44967.94
45038.44
45036.49
6
44851.64
44824.29
44849.24
Market Advance/Decline Volumes
Daily
NY Up
NY Off
Dec 2 3 4
352,206 387,570 391,931 439,435 413,722
607,572 532,617 539,804 528,480 471,318
NY Up - Comp. 1,717,448 1,964,150 1,651,654 2,009,823 1,900,195
5 6
NY Off - Comp. 2,646,450 2,070,965 2,310,679 2,157,964 1,935,336

10:30 44734.98 44649.77 44846.34 44926.96 44830.31 NYSE Amer UP 13,399 8,742 6,237 8,165 5,524
Industrials 11:00
11:30
44762.98
44807.53
44666.64
44644.34
44879.66
44957.58
44918.45
44941.82
44834.85
44723.63
NYSE Amer Off
NASD Up
13,646 11,220 13,914 8,491 8,500
3,620,302 2,939,875 5,767,160 3,610,251 4,790,074
45400 12:00 44793.66 44593.91 44942.99 44905.74 44724.61 NASD Off 2,697,977 3,031,393 2,051,750 3,570,743 1,940,951
12:30 44751.72 44703.42 44896.63 44864.66 44667.24 NYSE Arca UP 122,439 99,067 135,322 108,074 105,735
Week's NYSE Arca Off 137,081 127,650 93,724 102,622 92,348
Components Change 1:00 44755.93 44756.40 44901.33 44911.94 44645.77
1:30 44804.48 44740.89 44867.84 44849.83 44683.61 % (QCHA) –.06 +.11 –.02 –.35 +.01
3M -0.42 % (QACH) –.53 –.59 –.09 –.08 +.46
2:00 44822.45 44702.16 44865.32 44874.07 44673.87
% (QCHAQ) +.58 –.23 +.62 –.65 +1.34
Amazon.com 19.14 2:30 44816.22 44725.32 44946.24 44834.22 44610.20
American Express -0.69
44100 Market Advance/Decline Totals
3:00 44834.23 44745.41 44959.21 44830.53 44621.00
Amgen -10.29 3:30 44819.65 44713.73 44997.15 44800.34 44638.32 NYSE NYSE
Apple 5.51 Weekly Comp. NYSE Amer Nasdaq Arca
Close 44782.00 44705.53 45014.04 44765.71 44642.52
Boeing -1.51 Total Issues 2,887 316 4,680 2,213
High (t) 45205.61 45109.84 45313.88 45348.15 45191.07 Advances 1,060 118 2,164 1,187
Caterpillar -11.08 Low (t) 44465.34 44362.99 44577.37 44491.68 44347.63
42800 Declines 1,789 195 2,411 948
Chevron -6.69 High (a) 45001.66 44914.68 45073.63 45059.94 44923.74 Unchanged 38 3 105 78
Cisco Systems 0.68 Low (a) 44710.16 44574.78 44799.74 44747.14 44596.46 New Highs 339 22 604 523
Coca-Cola -1.55 Change –128.65 –76.47 +308.51 –248.33 –123.19 New Lows 96 25 285 50
Disney -0.74 Week ended last Friday compared to previous Friday
Goldman Sachs -8.89 Theoretical (t): High 45348.15 Low 44347.63
41500 NYSE Composite Daily Breadth
Home Depot 2.24 Actual (a): High 45073.63 Low 44574.78
Honeywell International -6.55 Daily Dec 2 3 4 5 6
IBM 10.63 Issues Traded 2,857 2,853 2,855 2,854 2,858
Johnson & Johnson -5.70 Dow Jones 20 Transport (divisor: 0.15395808703479) Advances 1,210 1,126 1,410 1,142 1,261
JPMorgan Chase -2.36 Declines 1,559 1,648 1,361 1,627 1,518
Open (t) 17623.37 17515.22 17147.85 17250.73 17113.68 Unchanged 88 79 84 85 79
McDonald's 2.97 40200 Open (a) 17634.44 17509.05 17173.47 17221.34 17060.13 New Highs 133 122 116 150 127
Merck 1.45 10:00 17511.45 17303.80 17148.08 17205.37 17073.23 New Lows 32 19 30 29 58
Microsoft 20.11 10:30 17433.26 17307.50 17173.79 17118.31 16994.02 Blocks - primary 5,044 4,585 4,730 4,902 4,463
Nike Cl B 0.12 11:00 17473.55 17273.75 17112.45 17055.93 16970.23 Total (000) - primary 970,031 934,882 939,604 976,179 906,049
NVIDIA 4.19 11:30 17487.01 17215.56 17081.15 17049.94 16960.39 Total (000) 4,412,480 4,095,000 4,003,390 4,212,026 3,924,836
Procter & Gamble -5.44 38900 12:00 17528.83 17195.67 17103.56 17062.37 16923.65 NYSE American Composite
Salesforce 32.00 12:30 17534.76 17194.04 17077.11 17061.66 16907.28 Daily Dec 2 3 4 5 6
Sherwin-Williams -12.44 1:00 17560.75 17246.06 17107.16 17064.15 16886.73
Travelers -4.89 Issues Traded 302 301 303 304 304
1:30 17567.34 17263.60 17072.56 17060.32 16907.88 Advances 112 133 141 122 153
UnitedHealth Group -60.58
2:00 17550.12 17236.09 17055.78 17043.38 16888.47 Declines 176 155 156 170 140
Verizon Communications -1.97
Visa Cl A -4.07
37600 2:30 17545.83 17230.74 17043.44 17028.27 16852.30 Unchanged 14 13 6 12 11
3:00 17549.86 17224.63 17043.71 17009.19 16856.56 New Highs 10 6 6 6 7
Walmart 3.20 June July August September October NovemberDecember New Lows 4 6 14 11 10
3:30 17544.17 17213.71 17077.91 16998.98 16862.38
Blocks - primary 251 211 192 178 150
Close 17544.90 17189.55 17167.37 16976.44 16879.40
Total (000) - primary 27,207 20,109 20,849 16,779 14,065
High (t) 17710.08 17548.41 17313.09 17335.98 17171.72 Total (000) 707,096 551,237 377,573 264,589 252,092
Transportation Low (t)
High (a)
17355.63 17097.32 16928.28 16882.16
17636.75 17512.82 17218.39 17265.71
16791.97
17126.96 Nasdaq
17900 Low (a) 17424.86 17172.64 17031.98 16971.89 16845.15 Daily Dec 2 3 4 5 6
Week's Change –73.73 –355.35 –22.18 –190.93 –97.04 Issues Traded 4,451 4,456 4,438 4,444 4,422
Components Change Advances 2,284 1,616 2,410 1,487 2,615
17475 Theoretical (t): High 17710.08 Low 16791.97 Declines 2,046 2,696 1,882 2,827 1,669
Alaska Air Group 1.74 Actual (a): High 17636.75 Low 16845.15 Unchanged 121 144 146 130 138
American Airlines Group 2.88 New Highs 235 218 305 255 230
Avis Budget Group -6.61 17050 New Lows 87 92 108 140 108
CH Robinson Worldwide -0.15 Dow Jones 15 Utilities (divisor: 1.31844753190630) Blocks - primary 40,341 46,031 78,218 60,653 54,242
CSX -2.10 Total (000) 6,370,536 6,005,167 7,870,031 7,229,520 6,787,614
Open (t) 1082.14 1063.81 1048.76 1044.74 1046.55
Delta Air Lines 0.71 16625 Open (a) 1079.26 1062.87 1048.45 1044.78 1046.97
NYSE Arca Composite
Expeditors Intl of Wash -2.36 10:00 1072.31 1060.66 1046.58 1049.26 1044.43 Daily Dec 2 3 4 5 6
FedEx -21.99 Issues Traded 2,056 2,047 2,048 2,041 2,036

10:30 1061.06 1059.23 1048.40 1051.68 1037.43
JB Hunt Transport -8.12 16200 Advances 1,111 1,014 1,392 856 1,175
11:00 1060.30 1058.98 1048.02 1048.79 1036.74
Kirby Corp -7.50 Declines 911 979 634 1,130 836
11:30 1061.59 1057.18 1047.03 1048.72 1037.67
Landstar System -4.63 Unchanged 34 54 22 55 25
15775 12:00 1061.61 1057.36 1044.73 1050.36 1036.62 New Highs 297 187 368 290 286
Matson -2.04
12:30 1061.12 1055.73 1045.18 1048.42 1034.22 New Lows 20 11 27 27 24
Norfolk Southern -15.07
Old Dominion Freight Line -22.14 1:00 1060.25 1057.01 1044.29 1050.69 1033.67 Blocks - primary 1,116 1,065 988 1,002 1,202
Ryder System -4.63 15350 1:30 1060.97 1057.80 1043.34 1050.81 1034.55 Total (000) - primary 261,255 238,904 230,904 214,657 199,990
2:00 1061.14 1057.89 1041.66 1050.39 1034.97 Total (000) 1,497,844 1,325,879 1,297,618 1,187,772 1,113,749
Southwest Airlines 1.82
Uber Technologies -5.87 2:30 1061.71 1056.11 1042.07 1048.61 1034.22
14925 3:00 1061.69 1055.14 1040.77 1048.60 1034.45
Union Pacific
United Airlines
-11.09
3.45 3:30
Close
1060.95 1054.64 1042.53
1057.05 1046.80 1045.10
1048.34
1047.32
1035.00
1035.53
Other Market Indexes
United Parcel Service B -10.11 Daily 12/02 12/03 12/04 12/05 12/06
14500 High (t) 1083.58 1068.27 1055.34 1056.86 1050.10
June July August September October NovemberDecember Low (t) 1054.39 1046.28 1037.39 1041.22 1029.78 NYSE Amer Comp5224.42 5200.18 5129.55 5201.49 5123.58
High (a) 1082.54 1066.64 1053.43 1053.08 1049.82 AmMajorMkt Discontinued by source
Utilities Low (a)

Change
1056.60 1046.64 1040.57
–21.90 –10.25 –1.70
1044.11
+2.22
1032.69
–11.79
BNY ADR Idx
Europe
182.61 184.06 183.78
167.84 168.77 168.52
185.16
169.92
184.63
169.40
1095 Latin Am 183.90 184.91 184.27 187.75 184.25
Theoretical (t): High 1083.58 Low 1029.78 Asia 234.30 236.87 236.58 237.86 237.69
Week's Emerg M 378.26 382.50 383.12 386.80 385.69
Components Change Actual (a): High 1082.54 Low 1032.69
DJ US TSM Float60413.10 60423.47 60836.59 60651.39 60832.83
American Elec Power -4.01 Nasdaq Cmp 19403.95 19480.91 19735.12 19700.72 19859.77
American Water Works -4.57 100 Index 21164.60 21229.32 21492.36 21425.22 21622.25
Dow Jones 65 Composite (divisor: 0.79633160203387)
Atmos Energy -9.36 Indus. 11963.34 11971.73 12104.06 12161.32 12373.74
1040 Open (t) 14384.61 14304.17 14228.90 14251.48 14204.21 Insur. 16682.48 16744.24 16719.35 16642.79 16474.52
Consolidated Edison -5.77
Open (a) 14374.21 14290.90 14237.18 14260.26 14188.96 Banks 4845.75 4796.16 4831.70 4812.20 4820.74
Dominion Energy -2.70
10:00 14289.20 14239.98 14249.14 14266.92 14181.58 Computer 17515.34 17654.89 17936.71 17868.73 17955.94
Duke Energy -4.95
10:30 14267.17 14215.33 14212.42 14214.27 14157.70 Telecom 500.85 500.16 500.15 501.70 502.66
Edison International -3.80 NYSE Comp.-z 20213.22 20185.81 20188.60 20157.44 20107.79
11:00 14278.07 14212.01 14207.48 14208.49 14159.58
Exelon -1.71 Financial-z 12672.21 12606.47 12563.54 12594.36 12590.85
FirstEnergy -1.58 985 11:30 14300.05 14200.40 14219.30 14222.74 14127.54
12:00 14297.03 14180.99 14216.16 14212.61 14125.59 Health Care-z26153.66 26153.78 26088.09 25810.01 25715.93
NextEra Energy -3.43 Energy-z 14067.21 14107.17 13844.71 13918.31 13663.76
Public Svc Enterprise -4.30 12:30 14290.79 14213.44 14204.95 14201.87 14108.33
Russell 1000 3324.36 3326.07 3349.03 3340.62 3350.31
Sempra -4.07 1:00 14296.39 14232.16 14209.06 14217.45 14097.97
2000 2434.14 2416.35 2426.56 2396.17 2408.99
Southern -4.32 1:30 14307.48 14225.26 14189.72 14197.46 14109.36 3000 3473.74 3474.20 3497.73 3487.25 3497.78
Vistra 0.14 2:00 14310.64 14215.55 14185.31 14202.24 14102.88 Value-v 1951.09 1940.35 1937.98 1929.87 1924.17
Xcel Energy -2.82 930 2:30 14303.22 14214.59 14200.94 14184.70 14083.84 Growth-v 4044.80 4068.64 4125.90 4121.55 4154.43
3:00 14308.59 14217.62 14206.94 14179.50 14085.93 MidCap 3794.23 3787.70 3797.39 3777.41 3782.32
3:30 14308.78 14206.64 14223.28 14176.54 14092.43 S&P 100 Index 2916.81 2923.16 2946.79 2948.05 2959.66
Close 14290.73 14189.44 14245.37 14161.40 14097.95 500 6047.15 6049.88 6086.49 6075.11 6090.27
High (t) 14453.13 14376.97 14351.75 14365.70 14290.65 Ind. 8629.71 8652.76 8724.45 8704.81 8735.22
Low (t) 14185.05 14100.77 14097.17 14077.09 14011.29 MidCap 3357.30 3347.44 3356.97 3328.85 3331.37
875 High (a) 14393.48 14321.13 14260.54 14268.98 14220.22 SmallCap 1537.44 1525.99 1531.51 1509.25 1510.70
June July August September October NovemberDecember Low (a) 14261.90 14177.46 14169.96 14157.51 14080.27 Value Line(A) 11783.47 11732.58 11769.26 11678.17 11680.20
Value Line(G) 655.05 652.06 653.90 648.67 648.63
Note: Theoretical highs and lows are shown. A red chart indicates a lower price than the starting period. Green means it's higher than the starting period. Change –76.80 –101.29 +55.93 –83.97 –63.45
DJ US Small TSM16689.04 16601.05 16672.17 16480.74 16553.93
Theoretical (t): High 14453.13 Low 14011.29 (A)-Arithmetic Index. (G)-Geometric Index.
Actual (a): High 14393.48 Low 14080.27 (v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec. 31,2002=5000.
The Week In Stocks For the Major Indexes

12-Month Weekly Friday Weekly 12-Month Change From
Indexes’ P/Es & Yields
DJ latest 52-week earnings and dividends adjusted by Dow Divisors
Stock Volume
at Friday's close. S&P Dec. 4-quarter's GAAP earnings as reported Last Week Prev. Week Year Ago YOY % Chg
High Low High Low Close Chg. % Chg. Chg. % Chg. 12/29 % Chg. and indicated dividends based on Friday close.S&P 500 P/E ratios
based on GAAP earnings as reported. For additional earnings NYSE(a) 4,726,745 4,225,336 5,560,842 -15.00
Dow Jones Indexes series, please refer to www.spglobal.com. DJ latest available book 30 Dow Inds (b) 2,352,813 2,073,415 1,578,170 49.08
45014.04 36247.87 30 Indus 45014.04 44642.52 44642.52 –268.13 –0.60 8394.65 23.16 6952.98 18.45 values for FY 2023 and 2022, and S&P latest for 2023 and 2022. r-
Revised data 20 Dow Trans (b) 620,167 282,445 512,262 21.06
17754.38 14781.56 20 Transp 17544.90 16879.40 16879.40 –739.23 –4.20 1668.34 10.97 980.55 6.17 15 Dow Utils (b) 248,486 210,933 358,110 -30.61
1079.88 829.38 15 Utilities 1057.05 1035.53 1035.53 –43.42 –4.02 161.51 18.48 153.86 17.45 65 Dow Stks (b) 3,221,466 2,566,793 2,448,541 31.57
14373.96 11805.27 65 Comp 14290.73 14097.95 14097.95 –269.58 –1.88 2292.68 19.42 1847.98 15.09 Last Week Prev. Week Last Year NYSE American (a) 99,009 80,199 62,116 59.39
Dow Jones Indexes Nasdaq(d) 34,262,868 24,006,413 28,741,339 19.21
60836.59 45923.28 US TSM Float 60836.59 60413.10 60832.83 545.82 0.91 14909.55 32.47 13045.36 27.30 DJ Ind Avg 44642.52 44910.65 36247.87
P/E Ratio 27.45 27.65 25.50
NYSE 15 Most Active
1491.02 1124.38 US Market 1491.02 1479.66 1491.02 14.60 0.99 366.64 32.61 323.30 27.69 Average Price 9.84 16.51 23.64 -58.38
1168.18 801.44 Internet 1168.18 1116.15 1168.18 61.48 5.56 366.74 45.76 316.69 37.19 Earns Yield % 3.64 3.62 3.92
% Tot Vol 17.08 14.01 15.15 12.74
New York Stock Exchange Earns $ 1626.46 1624.44 1421.36
Stock Offerings $(z,v) 5,486,600 2,999,500 3,867,900 41.85
Divs Yield % 1.57 1.55 2.02
20272.04 16207.76 Comp-z 20213.22 20107.79 20107.79 –164.25 –0.81 3900.03 24.06 3254.89 19.31
Divs $ 699.29 696.89 732.55 Daily Stock Volume 12/2 12/3 12/4 12/5 12/6
12763.92 9400.57 Financial-z 12672.21 12563.54 12590.85 –173.08 –1.36 3190.28 33.94 2709.07 27.41
Mkt to Book 5.61 5.64 4.73 NYSE(a) 970,031 934,882 939,604 976,179 906,049
28478.56 23427.97 Health Care-z 26153.78 25715.93 25715.93 –459.09 –1.75 2287.97 9.77 1548.79 6.41
Book Value $ 7964.47 7964.47 7664.40 30 Inds (b) 444,990.6 429,135.6 554,426.6 457,341.0 466,918.9
14932.83 12658.71 Energy-z 14107.17 13663.76 13663.76 –520.96 –3.67 782.81 6.08 404.22 3.05 20 Trans (b) 78,337.9 76,848.7 88,707.5 247,978.5 128,294.6
DJ Trans Avg 16879.40 17618.63 15211.06
NYSE American Stock Exchange 15 Utils (b) 52,023.4 53,955.5 50,164.7 44,576.8 47,766.0
P/E Ratio 19.92 20.79 14.68
5405.73 4410.82 NYSE Amer Comp 5224.42 5123.58 5123.58 –118.73 –2.26 555.51 12.16 529.26 11.52 Earns Yield % 5.02 4.81 6.81 65 Stks (b) 575,351.9 559,939.7 693,298.8 749,896.3 642,979.4
Major Mkt Discontinued by source NYSE Amer(a) 27,207 20,109 20,849 16,779 14,065
Earns $ 847.57 847.57 1035.92 Nasd(d) 6,370,536 6,005,167 7,870,031 7,229,520 6,787,614
Standard & Poor's Indexes Divs Yield % 1.41 1.34 1.44
2959.66 2171.10 100 Index 2959.66 2916.81 2959.66 56.77 1.96 788.37 36.31 723.47 32.35 NYSE 15 Most Active
Divs $ 237.47 236.75 218.43 Avg. Price 12.24 14.03 11.75 14.26 14.88
6090.27 4604.37 500 Index 6090.27 6047.15 6090.27 57.89 0.96 1485.90 32.27 1320.44 27.68 Mkt to Book 4.31 4.50 4.33 % Tot Vol 20.77 20.06 14.74 18.34 16.63
8735.22 6601.09 Indus 8735.22 8629.71 8735.22 154.96 1.81 2134.13 32.33 1906.26 27.91 Book Value $ 3914.65 3914.65 3514.52 Numbers in thousands save price and percentages. (a) Primary volume. (b) Composite volume.
3390.26 2632.09 MidCap 3357.30 3328.85 3331.37 –34.81 –1.03 699.28 26.57 549.83 19.77 DJ Utility Avg 1035.53 1078.95 874.02 (d) as of 4:10 pm. (r) Revised. (v) W/E Thursday. (z) Source: LSEG.
1544.66 1220.21 SmallCap 1537.44 1509.25 1510.70 –21.91 –1.43 290.49 23.81 192.44 14.60 P/E Ratio 20.56 21.43 20.43
Nasdaq Stock Market Earns Yield % 4.86 4.67 4.89
19859.77 14403.97 Comp 19859.77 19403.95 19859.77 641.61 3.34 5455.80 37.88 4848.42 32.30 Earns $ 50.35 50.35 42.78
21622.25 16084.69
12373.74 9092.52
100 Index
Indus
21622.25
12373.74
21164.60
11963.34
21622.25
12373.74
691.88
503.95
3.31
4.25
5537.56
3281.22
34.43
36.09
4796.32
2900.04
28.51
30.61
Divs Yield %
Divs $
2.86
29.66
2.75
29.65
3.54
30.98
NYSE HALF-HOURLY VOLUME
16820.36 12417.54 Insur 16744.24 16474.52 16474.52 –345.84 –2.06 3980.15 31.86 3872.00 30.72 Mkt to Book 2.19 2.28 1.94 Daily 12/02 12/03 12/04 12/05 12/06
4952.58 3432.92 Banks 4845.75 4796.16 4820.74 –55.18 –1.13 1298.71 36.87 1045.63 27.70 Book Value $ 472.26 472.26 450.45
17955.94 12471.35 Computer 17955.94 17515.34 17955.94 674.62 3.90 5388.21 42.87 4959.72 38.16 S&P 500 Index 6090.27 6032.38 4604.37 9:30-10:00 106,439 99,438 93,879 97,756 91,815
502.66 377.20 Telecom 502.66 500.15 502.66 1.74 0.35 101.57 25.32 85.56 20.51 P/E Ratio 31.08 30.79 25.44 10:00-10:30 39,720 38,835 37,305 39,529 37,425
Russell Indexes Earns Yield % 3.22 3.25 3.93 10:30-11:00 36,363 31,892 30,737 31,901 31,831
3350.31 2525.73 1000 3350.31 3324.36 3350.31 32.94 0.99 824.58 32.65 728.18 27.77 Earns $ 195.93 195.93 181.01
11:00-11:30 32,626 28,540 28,118 28,673 28,041
2442.03 1880.82 2000 2434.14 2396.17 2408.99 –25.73 –1.06 528.18 28.08 381.92 18.84 Divs Yield % 1.24 1.25 1.56
3497.78 2641.94 3000 3497.78 3473.74 3497.78 30.93 0.89 855.84 32.39 749.57 27.27 Divs $ 75.52 75.40 71.83 11:30-12:00 26,089 24,487 23,806 25,876 23,150
1961.63 1558.92 Value-v 1951.09 1924.17 1924.17 –37.46 –1.91 365.25 23.43 294.75 18.09 Mkt to Book 5.51 5.45 4.49 12:00-12:30 23,990 20,454 22,795 24,963 22,979
4154.43 2956.37 Growth-v 4154.43 4044.80 4154.43 145.23 3.62 1198.06 40.52 1102.75 36.14 Book Value $ 1106.21 1106.21 1024.56 12:30-1:00 23,041 21,340 20,906 21,526 20,938
3811.57 2947.80 MidCap 3797.39 3777.41 3782.32 –25.12 –0.66 834.51 28.31 670.44 21.54 S&P Ind Index 8735.22 8580.26 6601.09
1:00-1:30 21,354 18,892 23,491 24,281 21,011
Others P/E Ratio 34.54 33.92 29.01
Earns Yield % 2.90 2.95 3.45 1:30-2:00 21,003 21,721 22,826 25,020 19,362
11791.23 9428.79 Value Line-a 11783.47 11678.17 11680.20 –75.77 –0.64 2251.41 23.88 1662.04 16.59
656.04 560.24 Value Line-g 655.05 648.63 648.63 –5.09 –0.78 88.39 15.78 54.77 9.22 Earns $ 252.93 252.93 227.55 2:00-2:30 22,665 22,352 22,667 27,268 19,838
16768.21 13078.99 DJ US Small TSM 16689.04 16480.74 16553.93 –144.71 –0.87 3474.94 26.57 2501.46 17.80 Divs Yield % 1.10 1.12 1.37 2:30-3:00 23,511 22,618 25,076 25,363 21,574
1271.18 976.74 Barron's Future Focus 1271.18 1257.42 1271.18 10.90 0.86 294.28 30.12 242.82 23.61 Divs $ 96.09 96.10 90.43
3:00-3:30 29,487 29,072 28,885 30,634 27,453
Mkt to Book 7.31 7.18 6.02
1356.99 1013.26 Barron's 400 1350.88 1340.39 1340.39 –13.13 –0.97 327.13 32.28 267.99 24.99 3:30-4:00 563,743 555,242 559,113 573,390 540,632
Book Value $ 1195.42 1195.42 1095.83
High/Low's are based upon the daily closing index. a-Arithmetic Index. G-Geometric Index. V-Value 1000 and Growth 1000 y-Dec. 31,1965=50 z-Dec. 31,2002=5000
Selected IPOs
U.S. Dollar Index vs Euro and Yen Per Share Values of Stocks Ticker Initial Offer IPO Date Recent Price %Chg
Price
Temperance: Trump’s choice of Scott Bessent for Treasury secretary fostered hope that the Wall Street pro
will temper some of the President-elect’s more extreme fiscal plans. So yields on U.S. Treasuries haven’t In the Dow Jones Averages Jinxin Technology
Linkers Industries
NAMI
LNKS
4.00
4.00
12/6
12/5
4.44
4.32
11.0%
8.0%
soared. Measuring the dollar against six other currencies, the ICE U.S. Dollar Index edged up 0.2% on the week. This is a list of the Dow Jones trailing 52-week diluted share zSpace ZSPC 5.00 12/5 16.15 223.0%
earnings, dividends and book values as reported by the company. Jupiter Neurosciences JUNS 4.00 12/3 7.79 94.8%
10 Bolded numbers indicate new values. Sources Barron's Stats and
FactSet.
Industrial Stocks
EURO in $
s
5
Book Book
Investor Sentiment Readings New Listings
Earns Divs. Value Earns Divs. Value
NYSE
Am Exp 13.59 2.70 38.81 McDonalds 11.39 6.78 (6.44) High bullish readings in the Consensus stock index or in the
Amgen 7.81 9.00 11.64 Merck Co 4.77 3.08 14.84 Market Vane stock index usually are signs of Market tops; low None
Apple 6.08 0.99 4.00 Microsoft 12.12 3.08 36.11 ones, market bottoms. NYSE American
0 Boeing (12.90) Nil (28.27) NVIDIA 7.80 0.03 1.74 Last Week 2 Weeks Ago 3 Weeks Ago
Caterpillar 21.57 5.42 39.04 Nike Inc 3.49 1.51 9.60 None
Chevron Corp 9.10 6.52 86.27 Proc Gam 5.80 3.9602 21.00 Consensus Index
Nasdaq
s s Cisco Sys 2.33 1.59 10.91 3M Co 7.92 3.61 8.70
-5 Coca Cola 2.42 1.94 6.02 Salesforce.com 6.08 1.20 61.43 Consensus Bullish Sentiment 72% 73% 73% Jinxin Technology (NAMI)
YEN in $ DXY (105.97) Disney Walt 2.72 0.75 54.25 Sherwin-Williams 10.04 2.86 14.60 Jupiter Neurosciences (JUNS)
Goldman Sachs 34.08 11.50 326.90 Travelers Cos 19.50 4.10 109.21
AAII Index
Linkers Industries (LNKS)
Home Depot 14.72 9.00 1.05 UnitedHealthGrp 15.35 7.96 96.06 TechTarget (TTGT)
Bullish 48.3% 37.1% 41.3%
-10 Honeywell 8.66 4.37 24.31 Verizon 2.32 2.67 21.98
zSpace (ZSPC)
IBM 6.87 6.67 24.63 Visa 9.73 2.15 18.31 Bearish 30.7 38.6 33.2
J F M A M J J A S O N Johnson&Johnson 6.94 4.91 28.57 Amazon 0.94 Nil 19.44 Neutral 21.0 24.3 25.5
Source: Tullett Prebon JPMorganChase 17.97 4.60 104.45 Wal-mart 3.79 0.8125 10.41
Market Vane
Trading
Transportation Stocks
Bullish Consensus 73% 73% 71% Suspended
AlaskaAirGroup 2.48 Nil 32.62 Kirby Corp 5.21 Nil 54.33 NYSE
Coming U.S. Auctions 144 Filings AmericanAirlines 0.33

AvisBudgetGrp 10.95
Nil (7.95)
Nil (9.97)
Landstar Sys
Matson Inc
5.83
12.02
1.38 27.55
1.32 69.79
TIM Group Market Sentiment ATI Physical Therapy (ATIP)
TechTarget (TTGT)
Yields (%) Indicator 48.0% 50.8% 49.0% VIZIO (VZIO)
C.H. Robinson 2.89 2.46 12.15 Norf Southern 10.65 5.40 56.63
Monday When Issued* Last Auction SEC Form 144 must be filed by holders of restricted securities (also called letter stock) who intend to Nasdaq
CSX Corp 1.86 0.48 6.19 Old Dominion 5.72 1.04 19.54 Sources: Consensus Inc.; American Association of
sell shares. Shares Indicated: the number to be sold. Sales Date: the approximate date of the sale.
$81.0 bil 3-month 4.406 4.400 (Sometimes shares aren't sold, even though their owner has filed a Form144.) Source: LSEG Data and Delta Air Lines 7.20 0.50 17.26 Ryder Sys 10.89 3.04 69.91 ENGlobal (ENG)
$72.0 bil 6-month 4.349 4.305 Individual Investors; Market Vane; TIM Group Gores IX (GHIX)
Analytics Expeditors Int'l 5.13 1.46 16.62 Southwest Air (0.07) 0.72 17.63
FedEx 16.22 5.28 112.90 Un Pacific 10.89 5.24 24.25 Longboard Pharma (LBPH)
Tuesday Oncternal Therapeu (ONCT)
Shares Sale Hunt (JB) 5.50 1.72 39.76 UPS 6.62 6.52 20.29
$58.0 bil 3-year 4.063 4.152 Company Sym Indicated $ Value Date Seller Title Vroom (VRM)
Wednesday Zoominfo Intermediate ZI 500,000 5,680,000 12/3/24 Winn, David D

UberTechnologies 1.88 Nil 5.43 United Airlines 8.29 Nil 28.43
Arms Index
$39.0 bil 10-year 4.160 4.347 Nextnav NN 251,470 4,337,858 12/3/24 Sorond, Mariam OD Utility Stocks The Arms index, also known as the short term trading index,
is a number derived by dividing one quotient into another
Name
* As of Friday afternoon. Servisfirst Bancshares
Gilead Sciences
SFBS 250,000 23,822,500 12/3/24
GILD 248,645 23,065,258 11/29/24
Filler, James
Dickinson, Andrew
AF
O AmericanElecPower 4.99 3.57 47.98 FirstEnergy 1.55 1.69 18.17
quotient. The numerator in the index is the number of
advancing stocks divided by the number of declining stocks.
As of 3/14/11, the denominator in the index is now the
Changes
AmericanWaterWorks 5.05 3.00 50.31 NextEra Energy 3.38 2.06 23.13
Yearly High/Lows Nasdaq First Advantage
Core & Main
FA
CNM
233,561 4,443,498 12/2/24
200,000 10,798,000 12/3/24
Gamsey, David
Leclair, Stephen CEO
O
Atmos Energy
Con Ed
6.87
5.32
3.29 73.20
3.32 61.33
Pub Sv Ent
Sempra Energy
4.07
4.54
2.37 31.08
2.48 44.00
composite volume of advancing stocks divided by the
composite volume of declining stocks.
NYSE
MAC Copper (MTAL), formerly
Daily 12/2 12/3 12/4 12/5 12/6 Metals
Year High Date Low Date Bj'S Wholesale Club BJ 179,688 17,256,278 12/3/24 Desroches, Jeff FO DominionEnergy 2.85 2.67 30.72 Southern Co. 4.31 2.86 28.61 Rithm Property Trust (RPT),
Okta OKTA 169,335 13,690,735 12/2/24 Kerrest, Jacques O Duke Energy 5.44 4.14 61.15 Vistra 8.79 0.87 8.06 formerly Great Ajax (AJX)
2024 19859.77 Dec 06 14510.30 Jan 04 NYSE 1.20 .72 1.45 .75 .85
Edison Int'l 3.43 3.12 36.02 Xcel Energy 3.37 2.16 31.74 Nasdaq
2023 15099.18 Dec 27 10305.24 Jan 05 Apollo Global Management APO 133,400 23,233,252 12/2/24 Black, Leon AF NYSE American .23 .58 1.13 .79 2.11
Exelon 2.43 1.52 25.78 IREN (IREN), formerly Iris
2022 15832.80 Jan 03 10213.29 Dec. 28 Datadog DDOG 127,105 19,415,289 12/2/24 Le-Quoc, Alexis OD Nasdaq .83 .62 .46 .52 .63 Energy
Dow Jones U.S. Total Market Industry Groups CBOE Put / Call Ratio Foreign Exchange
Foreign
Currency
Foreign
Currency
U.S. $ in
Foreign
U.S. $ in
Foreign
Net Change % Change and Ranking 52 Week vs. S&P 100 Country
in U.S.$
Fri.
in U.S.$
Last Fri.
Currency
Fri.
Currency
Last Fri.
Top 20 Weekly Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low
Readings in the CBOE equity put-call ratio of 60:100 and in the Argentina (Peso)-y .0010 .0010 1012.6495 1010.5099
Clothing & Accessories DJUSCF 340.97 + 34.89 –20.90 +11.40 [1] +3.78 [115] –5.78 [126] –7.35 363.96 228.08 S&P 100 of 125:100 are considered bullish, for instance. Bearish
signals flash when the equity put-call level reaches the vicinity of Australia (Dollar) .6390 .6512 1.5649 1.5356
Automobiles DJUSAU 1315.51 + 128.78 436.61 +10.85 [2] +57.38 [10] +49.68 [9] +1.34 1,315.51 560.40 30:100 and the index ratio hits 75:100. Bahrain (Dinar) 2.6520 2.6527 .3771 .3770
Automobiles & Parts DJUSAP 1438.57 + 133.34 433.18 +10.22 [3] +50.62 [18] +43.09 [12] –.10 1,438.57 670.33 Brazil (Real) .1642 .1674 6.0899 5.9725
Broadline Retailers DJUSRB 4756.86 + 309.58 1,544.92 +6.96 [4] +56.59 [12] +48.10 [10] +10.73 4,756.86 3,063.88 S&P 100 CBOE Bulgaria (Lev) .5402 .5410 1.8512 1.8485
Internet DJUSNS 4878.67 + 260.98 1,381.88 +5.65 [5] +51.45 [17] +39.52 [20] +10.64 4,878.67 3,300.52 Canada (Dollar) .7063 .7129 1.4159 1.4028
Toys DJUSTY 1350.51 + 69.73 223.93 +5.44 [6] +25.17 [66] +19.88 [63] +10.48 1,350.51 981.38
Software & Computer Svcs DJUSSV 7264.67 + 354.45 1,698.83 +5.13 [7] +36.78 [36] +30.52 [36] +10.70 7,264.67 5,385.02
32.50 0.90 Chile (Peso) .001025 .001027 975.19 973.85
China (Renminbi) .1375 .1381 7.2707 7.2419
General Retailers DJUSGT 3430.53 + 167.11 1,046.25 +5.12 [8] +52.17 [16] +43.88 [11] +9.29 3,430.53 2,270.04 Colombia (Peso) .0002269 .0002260 4407.30 4425.00
Software DJUSSW 7820.45 + 368.60 1,611.89 +4.95 [9] +29.73 [55] +25.96 [50] +10.77 7,820.45 6,001.25 Denmark (Krone) .1417 .1418 7.0565 7.0511
Retail DJUSRT 3061.63 + 141.78 913.16 +4.86 [10] +50.49 [19] +42.50 [14] +9.82 3,061.63 2,049.20 26.00 0.80 EcuadorUS Dollar 1.0000 1.0000 1.0000 1.0000
Recreational Svcs DJUSRQ 169.99 + 7.75 64.26 +4.78 [11] +72.92 [2] +60.78 [2] +22.44 169.99 93.77 Egypt (Pound)-y .0200 .0202 49.9811 49.5928
Media Agencies DJUSAV 696.04 + 30.46 161.67 +4.58 [12] +39.78 [33] +30.26 [37] +3.87 697.24 505.25 Hong Kong (Dollar) .1286 .1285 7.7790 7.7819
Airlines DJUSAR 237.09 + 9.58 88.45 +4.21 [13] +64.45 [5] +59.50 [3] +9.12 240.58 128.37
Leisure Goods DJUSLE 877.16 + 33.96 95.39 +4.03 [14] +18.85 [82] +12.20 [85] +5.73 877.16 687.45 19.50 0.70 Hungary (Forint) .002554 .002563 391.54 390.21
Iceland (Krona) .007254 .007280 137.86 137.37
Personal Goods DJUSPG 627.83 + 22.80 –85.77 +3.77 [15] –10.13 [134] –12.02 [132] –12.97 754.99 520.80
India (Rupee) .01181 .01183 84.669 84.560
Specialty Retailers DJUSRS 3895.82 + 136.12 1,371.77 +3.62 [16] +62.79 [6] +54.35 [5] +9.44 3,895.82 2,388.17
Indonesia (Rupiah) .0000630 .0000632 15865 15835
Semiconductor DJUSSC 19871.41 + 620.02 8,488.65 +3.22 [17] +98.86 [1] +74.57 [1] +29.83 20,906.73 10,385.93 13.00 0.60 Israel (Shekel) .2792 .2751 3.5818 3.6347
Computer Services DJUSDV 272.66 + 8.20 59.54 +3.10 [18] +32.56 [45] +27.94 [45] +12.36 272.66 199.67
Japan (Yen) .006666 .006678 150.01 149.75
Fixed Line Telecom DJUSFC 141.89 + 4.07 42.02 +2.95 [19] +41.55 [30] +42.07 [15] +9.89 141.89 95.66
Kazakhstan (Tenge) .001968 .001934 508.12 517.04
Technology Hardware & Equip DJUSTQ 7815.53 + 220.48 2,638.47 +2.90 [20] +61.65 [8] +50.96 [8] +21.58 7,861.89 4,916.21
6.50 0.50 Kuwait (Dinar) 3.2569 3.2542 .3070 .3073
Net Change % Change and Ranking 52 Week Macau (Pataca) .1247 .1247 8.0170 8.0190
Malaysia (Ringgit)-b .2263 .2250 4.4195 4.4450
Top 20 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low
New Zealand (Dollar) .5830 .5918 1.7153 1.6898
Semiconductor DJUSSC 19871.41 + 620.02 8,488.65 +3.22 [17] +98.86 [1] +74.57 [1] +29.83 20,906.73 10,385.93 0.00 0.40 Norway (Krone) .0896 .0906 11.1567 11.0402
Recreational Svcs DJUSRQ 169.99 + 7.75 64.26 +4.78 [11] +72.92 [2] +60.78 [2] +22.44 169.99 93.77 D J F M A M J J A S O N Oman (Rial) 2.5974 2.5972 .3850 .3850
Aluminum DJUSAL 145.15 – 13.46 29.00 –8.49 [137] +69.15 [3] +24.97 [53] –2.30 161.99 82.16 Pakistan (Rupee) .00360 .00360 277.925 278.100
Heavy Construction DJUSHV 1725.68 – 21.49 599.04 –1.23 [57] +66.46 [4] +53.17 [6] +29.17 1,761.21 1,051.05 Source: CBOE Philippines (Peso) .01729 .01705 57.850 58.637
Airlines DJUSAR 237.09 + 9.58 88.45 +4.21 [13] +64.45 [5] +59.50 [3] +9.12 240.58 128.37 Poland (Zloty) .2477 .2460 4.0380 4.0658
Specialty Retailers DJUSRS 3895.82 + 136.12 1,371.77 +3.62 [16] +62.79 [6] +54.35 [5] +9.44 3,895.82 2,388.17 Qatar (Rial) .2743 .2747 3.6452 3.6405
Marine Transportation
Technology Hardware & Equip
DJUSMT
DJUSTQ
390.65
7815.53
– 24.62
+ 220.48
133.04
2,638.47
–5.93
+2.90
[131]
[20]
+62.65
+61.65
[7]
[8]
+51.64
+50.96
[7]
[8]
+29.14
+21.58
428.53
7,861.89
239.10
4,916.21 Coming Earnings Saudi Arabia (Riyal)
Singapore (Dollar)
.2662
.7448
.2662
.7465
3.7571
1.3427
3.7571
1.3395
Pipelines DJUSPL 1128.63 – 32.87 416.22 –2.83 [98] +58.21 [9] +58.42 [4] +22.96 1,180.58 678.71 Consensus Estimate Year ago South Africa (Rand) .0555 .0554 18.0200 18.0610
Automobiles DJUSAU 1315.51 + 128.78 436.61 +10.85 [2] +57.38 [10] +49.68 [9] +1.34 1,315.51 560.40 South Korea (Won) .0007016 .0007165 1425.25 1395.58
Asset Managers DJUSAG 402.60 – 4.26 118.17 –1.05 [53] +57.09 [11] +41.55 [16] +9.37 407.93 259.63 M Sri Lanka (Rupee) .0034 .0034 290.3900 290.8400
Broadline Retailers DJUSRB 4756.86 + 309.58 1,544.92 +6.96 [4] +56.59 [12] +48.10 [10] +10.73 4,756.86 3,063.88 Sweden (Krona) .0914 .0918 10.9354 10.8986
Casey General Stores (Q2) $4.29 $4.24
Electrical Comps & Equip DJUSEC 839.95 + 2.09 252.52 +.25 [40] +55.62 [13] +42.99 [13] +14.58 850.35 549.39 Switzerland (Franc) 1.1384 1.1351 .8784 .8810
Banks DJUSBK 687.24 – 10.20 197.45 –1.46 [60] +53.78 [14] +40.31 [18] +5.63 700.54 455.82 MongoDB (Q3) 0.67 0.96
Taiwan (Dollar) .03085 .03081 32.410 32.456
Electronic & Electrical Equip DJUSEE 943.09 + 5.73 272.39 +.61 [34] +53.46 [15] +40.61 [17] +10.50 950.09 624.83 Oracle (Q2) 1.48 1.34 Thailand (Baht) .02934 .02915 34.080 34.310
General Retailers DJUSGT 3430.53 + 167.11 1,046.25 +5.12 [8] +52.17 [16] +43.88 [11] +9.29 3,430.53 2,270.04 Toll Brothers (Q4) 4.34 4.11
Turkey (New Lira)-d .0288 .0288 34.7396 34.6963

Internet DJUSNS 4878.67 + 260.98 1,381.88 +5.65 [5] +51.45 [17] +39.52 [20] +10.64 4,878.67 3,300.52 Ukraine (Hryvnia) .0241 .0240 41.5500 41.6500
Automobiles & Parts DJUSAP 1438.57 + 133.34 433.18 +10.22 [3] +50.62 [18] +43.09 [12] –.10 1,438.57 670.33 T U.K. (Pound) 1.2639 1.2736 .7912 .7852
Retail DJUSRT 3061.63 + 141.78 913.16 +4.86 [10] +50.49 [19] +42.50 [14] +9.82 3,061.63 2,049.20 AutoZone (Q1) 33.60 32.50 Euro 1.0568 1.0580 .9462 .9452
Electronic Equipment DJUSAI 1280.39 + 18.87 337.35 +1.50 [26] +49.02 [20] +35.77 [24] +6.67 1,284.89 871.48 StitchFix (Q1) -0.14 -0.22 Special Drawing Rights (SDR) are based on exchange rates for the U.S.,
British, and Japanese currencies. Source: International Monetary Fund.
Groups are weighted by capitalization. 52-week highs and lows are based on daily closes. Dec. 31, 1991=100. In the U.S. listings, % vol chg column shows the change from a-Russian Central Bank rate. b-government rate. d-rebased as of Jan. 1,
previous 65-day moving average. Volume figures do not reflect extended trading hours. W 2005. y-floating rate.
Adobe (Q4) 4.67 4.27
TH Money Rates
Delta Market Pulse of the Economy
Costco Wholesale (Q1) 3.78 3.58
Latest Week Prev. Week Yr Ago
Sentiment Discount Rate (NY) 4.75 4.75 5.50

Only includes new reports. Latest Latest Preceding Year YroYr Latest Latest Preceding Year YroYr Prime Rate (base) 7.75 7.75 8.50
Indicator
Economic Growth and Investment
No Activity for this Week
Date Data Period Ago % Chg Date Data Period Ago % Chg
Consensus Estimate Fed Funds Rate
Inflation Day Consensus Est Last Period
Production
The Delta MSI measures the Avg effective offer 4.58 4.58 5.34
ECRI Industrial Price Index f Dec 6 115.43 115.34 113.57 1.64 M October Wholesale Inventories 0.20% 0.20%
position of a representative set Electric power, (mil. kw hrs) (EEI) Nov 30 74,881 73,873 77,956 –3.94
of stocks relative to an Avg weekly auction-c 4.58 4.58 5.33
Petroleum, related capacity, % Nov 29 93.3 90.5 90.5 3.09 Employment W November CPI 0.20% 0.20%
intermediate-term moving Rotary rigs running, U.S. & Can., (Hughes)
average crossover (MAC) point. Dec 6 783 787 820 –4.51 Civil labor force, (thous.) Nov 168,286 168,479 168,127 0.09 T-Bills Rate
November Treasury Budget -$351.0 bil -$257.4 bil
When greater than 50% of the Steel, (thous. tons) Nov 30 1,638 1,655 1,702 –3.76 Employed, (thous.) Nov 161,141 161,496 161,866 –0.45
stocks followed are above this Steel, rated capacity, % (AISI) Nov 30 73.8 74.5 74.1 –0.40 All non–farm payrolls, (thous.) TH November PPI 0.30% 0.20%
Nov 159,288 r159,061 157,014 1.45 13 weeks, Coupon Yield 4.511 4.526 5.409
MAC point, the market is Government payrolls, (thous.) Nov 23,490 23,457 23,000 2.13 Unless otherwise indicated, times are Eastern. a-Advanced; 13 weeks, Auction Rate 4.400 4.415 5.250
bullish. When the indicator is Consumption and Distribution
Goods prod payrolls, (thous.) Nov 21,840 r21,806 21,690 0.69 f-Final; p-Preliminary; r-Revised Source: FactSet 26 weeks, Coupon Yield 4.462 4.498 5.419
below 50%, risk is elevated and Factory shipments, (bil. $) Oct 585.38 r586.60 578.04 1.27
stock exposures should be Initial jobless claims (thous.) Nov 30 224 r215 216 3.70 For more information about coming economic reports 26 weeks, Auction Rate 4.305 4.340 5.190
reduced. Manager uses Instinet Research Redbook Avg. (monthly %) Nov 30 –1.87 –0.98 –2.50 …. Continuing claims (mil.) Nov 23 1.871 r1.896 1.818 2.92 - and what they mean - go to Barron’s free Economic Avg weekly auction-c 4.40 4.42 5.26
discretion on asset allocation Baltic Dry Index Dec 6 1,167 1,354 2,483 –53.00 Job openings, (thous.) Oct 7,744 r7,372 8,685 –10.83 Calendar at www.barrons.com Broker Call Rate 6.50 6.50 7.25
when MSI is at 50% +/- 3%. Logistics Managers Index Nov 58.4 58.9 49.4 18.22 Hires, (thous.) Oct 5,313 r5,582 5,814 –8.62
Total separations, (thous.) Oct 5,261 5,196 5,630 –6.55 Bankers Acceptances
Inventories
Bullish Conference Call Calendar Earnings-

Service payrolls, (thous.) Nov 137,448 r137,255 135,324 1.57
Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) Nov 29 423,375 428,448 445,031 –4.87
Unemployment rate, % Nov 4.2 4.1 3.7 13.51 1 month 4.60 4.60 5.36
Factory inventories, (bil. $) Oct 856.84 r857.29 856.47 0.04 Unemployed, (thous.) Nov 7,145 6,984 6,262 14.10
Gasoline, (thous. bbls) Nov 29 214,603 212,241 223,604 –4.03 Related 2 months 4.60 4.60 5.45
Avg. wks duration unemploy Nov 23.7 22.9 19.5 21.54
Current Sentiment Orders Company Date Time Period 3 months 4.60 4.60 5.58
U–6 unemployment Nov 7.8 7.7 7.0 11.43
Factory orders, backlog (bil. $) Oct 1,398.80 r1,392.69 1,357.73 3.02 Civilian Employment Population Ratio Nov 59.8 60.0 60.4 –0.99 6 months 4.60 4.60 5.68
Adobe December 11 5:00PM Q4
68.2%
New factory orders, (bil. $) Oct 586.67 r585.57 577.95 1.51 Construction Autozone December 10 10:00AM Q1 Foreign Prime Rates
Nondurable goods orders, (bil. $) Oct 299.92 r299.66 297.73 0.74 Construction spending, (bil. $) Oct 2,174.0 r2,164.7 2,071.1 4.97 Costco Wholesale December 12 5:00PM Q1
Purchasing management index Nov 48.4 46.5 46.6 3.86 Non–residential spending, SA (bil. $) Oct 742.3 r744.4 717.5 3.46 Nordson December 12 8:30AM Q4 Canada 5.95 5.95 7.20
Trade Public spending, (bil. $) Oct 497.6 r500.0 476.1 4.52 Oracle December 9 5:00PM Q2
Last Week Germany 3.40 3.40 4.50
Residential spending, (bil. $) Oct 945.9 r932.2 888.7 6.44 Source: CCBN, www.ccbn.com
Merchandise trade balance (bil $) Oct –98.67 r–109.03 –87.83 12.34 Japan 1.625 1.625 1.475
Other Indicators
Distributions & Offerings
66.4%
Switzerland 1.50 1.50 2.25
Citi Research Panic–Euphoria Reading Dec 6 0.62 0.59 0.04 …. Britain 4.75 4.75 5.25
a-1997 equals 100. b-1982-84 equals 100. c-1982 equals 100. f-1996 equals 100. h-
benchmark revision, 2016 equals 100. r-Revised. Secondary Distributions of common stocks Other Money Rates
2 Weeks ago Company Shares Offered Offer Price Deal Value USD Bank money market-z 0.47 0.48 0.60
AudioEye 1,250,000 $24.00 $30,000,000 Interest Checking-z 0.06 0.06 0.09
American Debt and Deficits Adjustable Mortgage Rates
60.2%
Consolidated Edison 7,000,000 $97.27 $680,855,000 6-Month Certif-z 1.74 1.74 1.79
Crescent Energy Co 21,500,000 $14.00 $346,150,000 12-Month Certif-z 1.92 1.93 2.00
Latest Preceding Year Ago Yr over Yr
Report Report Report % Chg Dec 6 Nov 29 Yr. Ago YOY % Chg Equity Bancshares 1,797,600 $44.50 $79,993,200 30 Month Accounts-z 1.36 1.36 1.47
3 Weeks ago FlexShopper 35,000,000 $1.70 $59,500,000 5-Year Certificates-z 1.38 1.38 1.41
Federal Budget Deficit (bil. $)-a 1,521FY'26 1,671FY'25 1,846FY'24 …. 1 Year Treas Bills 4.35 4.37 5.16 -15.70
Intuitive Machines 9,523,810 $10.50 $100,000,005
Budget Surplus/Deficit (bil. $)-b, October –257.45 r64.70 –66.56 286.79 2 Year Treas Notes 4.19 4.32 4.70 -10.85
Current Market Exposure: 60% Janux Therapeutics 5,317,460 $63.00 $334,999,980 U.S. Savings EE Bonds:
Trade Deficit (bil. $, sa)-c, October –73.84 r-83.80 –64.33 14.78 3 Year Treas Notes 4.17 4.27 4.46 -6.50
Equities, 0% Bonds, 40% Treasury Gross Public Debt. (bil. $)-d 36,170.5 36,113.6 33,818.1 6.96 5 Year Treas Notes 4.13 4.28 4.27 -3.28 PG&E 48,661,801 $20.55 $1,149,999,989
Hedged Equity, 0% Cash Treasury Statutory Debt Limit (bil. $)-d * 31,381.5 …. …. PSQ Holdings 7,813,931 $4.63 $36,178,501 Long-Term (5yrs+) 2.60 2.60 2.70
Consumer Installment Debt (bil. $)-e, October 5,112.6 r5,093.4 4,986.2 2.53 10 Year Treas Notes 4.25 4.41 4.32 -1.62
Source: Delta Investment 20 Year Treas Bds 4.52 4.67 4.67 -3.21 Revolution Medicines 14,130,436 $46.00 $762,500,048 c-Annualized yields, adjusted for constant maturity, reported by the Federal
Management Sources: a-Office of Management and Budget, b-Monthly Treasury Statement, c-Monthly Commerce Dept. FHFA PMMS+ Nov 6.19 6.19 7.17 -13.67 Semtech 9,126,985 $63.00 $575,000,055 Reserve on a weekly average basis. Sources: Tullett Prebon information, Ltd.
www.deltaim.com, (415) Report, d-Daily Treasury Statement, e-Monthly Federal Reserve Release. *Statutory debt limit temporarily Factset. z-Bankrate.com.
249-6337 suspended through January 1, 2025. Fed annualized yields adjusted for constant maturity. Source: LSEG Data & Analytics
Barron’s Gold Mining Index

12-Month Year Week %
Weekly Bond Statistics Dividend Payment Boosts Week’s Week’s
High Low
1108.41 751.77 Gold mining
12/5
977.44
11/28
982.12 828.26
Ago Chg.
–0.48
New Offerings, (mil $) (v) Last Week Prev. Week Yr Ago
Company Name-Ticker Symbol (Exchange)
Adjusted
Yield Period To From
%
Increase
Record
Date
Ex-Div
Date
Payment
Date Dividend Dividend
Corporate (z) 17,462 r9,513 19,934
Municipal (z) 9,169 r1,589 13,476
ABM Industries-ABM (NYSE)
Aflac-AFL (NYSE)
1.6
1.9
Q
Q
.265
.58
.225
.50
17.8 %
16.0
1-02
2-19
1-02
2-19
2-03
3-03
Payment Payment
Campbell's-CPB (Nasdaq) 3.5 Q .39 .37 5.4 1-02 1-02 1-27
Gold & Silver Prices Best Grade Bonds-y
ChoiceOne Financial Svcs-COFS (NCM ) 2.9 Q .28 .27 3.7 12-13 12-13 12-31
This list includes payouts on
common stocks.
common stocks.
(Barron's index of 10 high-grade corporate bonds.) Deere-DE (NYSE) 1.3 Q 1.62 1.47 10.2 12-31 12-31 2-10 NYSE NASDAQ
Handy & Harman 12/6 11/29 Year Ago 4.74 4.83 3.74 Disney-DIS (NYSE) 0.6 S .50 .45 11.1 12-16 12-16 1-16 Monday (December 9) Monday (December 9)
Gold, troy ounce 2637.30 2640.85 2026.40 DTE Energy-DTE (NYSE) 3.6 Q 1.09 1.02 6.9 12-16 12-16 1-15 Atmos Energy .87
Silver, troy ounce 31.25 30.08 24.03 Interm-Grade Bonds-y COPEL ADR .07 Amgen 2.25
Eastman Chemical-EMN (NYSE) 3.2 Q .83 .81 2.5 12-16 12-16 1-08 Cathay General Bancorp .34
COPEL ADR .064
Base for pricing gold and silver contents of shipments and for (Barron's index of 10 medium-grade corporate bonds.) Eaton Vance Sr FR Fd-EFR (NYSE) 10.7 M .102 .10 2.0 12-23 12-23 12-31 COPEL ADR .082 Cresud ADR .59
making refining settlement. Ecolab-ECL (NYSE) 0.9 Q .65 .57 14.0 12-17 12-17 1-15 COPEL ADR .09 Patria Investments .15
5.23 5.27 5.01 Grupo Aval Acciones ADR .009
Etn Vnc Short Dur Fd-EVG (NYSE) 8.4 M .0794 .0792 0.3 12-23 12-23 12-31 Patrick Industries .40
Coins Price Premium $ Premium % Itau Unibanco ADR .003 Spok Holdings .312
Confidence Index Franklin Resources-BEN (NYSE) 5.7 Q .32 .31 3.2 12-30 12-30 1-10 LyondellBasell Inds 1.34
Miller Industries .19 Strategic Education .60
Krugerrand 2731.40 105.05 4.00 (High-grade index divided by intermediate-grade index; Hanover Insurance Grp-THG (NYSE) 2.2 Q .90 .85 5.9 12-13 12-13 12-27 Paycom Software .375
Maple Leaf 2757.67 131.32 5.00 TransUnion .105 Tuesday (December 10)
decline in latter vs. former generally indicates rising confi- Invesco Bond Fund-VBF (NYSE) 5.5 M .085 .074 14.9 12-17 12-17 12-31
Mexican Peso 3174.59 8.00 0.25 UL Solutions .125 American Elec Power .93
Austria Crown 2577.35 3.00 0.12 dence, pointing to higher stocks.) John Hancock Income Secs-JHS (NYSE) 4.0 Q .2017 .1132 78.2 12-12 12-12 12-31 ZIM Integrated Shipping 2.81 CDW Corp. .625
Austria Phil 2757.67 131.32 5.00 90.6 91.6 74.7 John Hancock Investors-JHI (NYSE) 7.0 Q .3455 .3134 10.2 12-12 12-12 12-31 ZIM Integrated Shipping .84
U.S. Eagles 2757.67 131.32 5.00 Fidelity D & D Bancorp .40
MS EM Domestic Debt-EDD (NYSE) 11.4 Q .16 .135 18.5 12-13 12-13 1-15 Tuesday (December 10) Landstar System .36
Premium is the amount over the value of the gold content in the Other Confidence Indicators:
MS Emerging Mkts Debt-MSD (NYSE) 11.0 Q .265 .22 20.5 12-13 12-13 1-15 BWX Technologies .24 Marex Group .14
coin. Source Manfra, Tordella & Brookes, Inc. Bullion spot gold Chevron 1.63 Otter Tail .468
price 2626.35 Bloomberg Barclays US Long Treasury* Nuv NASDAQ 100 Dyn Over-QQQX (Nasdaq) 6.2 Q .56 .42 33.3 12-13 12-13 12-31
Dolby Laboratories Cl A .33 Royalty Pharma .21
Nuv S&P 500 Dyn Overwrite-SPXX (NYSE) 6.6 Q .3375 .294 14.8 12-13 12-13 12-31 Eli Lilly 1.30
(This index measures the performance of fixed-rate, nominal Emerson Electric .527 Tractor Supply 1.10
Nuveen AMT-Free Mun Val-NUW (NYSE) 4.0 M .0485 .0465 4.3 12-13 12-13 12-31
Gold Performance US Treasuries with at least 10 years to maturity. Jan. 1,
1973=100.) Nuveen Dow 30 Dynamic-DIAX (NYSE) 7.3 Q .301 .2867 5.0 12-13 12-13 12-31
ExxonMobil
Gorman-Rupp
IBM
.99
.185
1.67
Wednesday (December 11)
Bloomin' Brands .24
Nuveen Multi-Market Incm-JMM (NYSE) 5.4 M .029 .0275 5.5 12-13 12-13 12-31
Holding Its Value: Gold traded sideways, 3242.13 3215.62 3085.62 Intl Game Technology .20 Equinix 4.26
Nuveen Muni Value Fund-NUV (NYSE) 4.2 M .0325 .031 4.8 12-13 12-13 12-31 Johnson & Johnson 1.24 Gen Digital .125
ending the week at $2,637 an ounce. Bloomberg Barclays US Credit Nuveen Preferred & Incm-NPFI (Nasdaq) 5.2 M .118 .1178 0.2 12-02 12-02 12-03 Loews Corp .062
45 Mach Natural Resources .60 Thursday (December 12)
Nuveen S&P 500 Buy-Write-BXMX (NYSE) 6.7 Q .2725 .2365 15.2 12-13 12-13 12-31 Marathon Petroleum .91
Handy & Harman Gold Price (This index includes all publicly issued, fixed-rate, non-con- Owens Corning-OC (NYSE) 1.2 Q .69 .60 15.0 1-06 1-06 1-17 Marine Products .14 Applied Materials .40
40 vertible, investment-grade, dollar-denominated, SEC-regis- MSA Safety .51 Atlantica Sustain Infr .222
tered corporate debt.) PG&E-PCG (NYSE) 0.2 Q .025 .01 150.0 12-31 12-31 1-15 Radian Group .245 Bentley Systems .06
3198.56 3173.25 2979.90 Raymond James-RJF (NYSE) 1.2 Q .50 .45 11.1 1-02 1-02 1-16 Rockwell Automation 1.31 Chord Energy 1.25
35 Royce Global Trust-RGT (NYSE) 1.3 A .47 .15 213.3 12-12 12-12 12-23 Rollins Inc .165
RPC .04 Chord Energy .19
Bond Buyer 20 Bond Index Royce Micro-Cap-RMT (NYSE) 7.3 Q .21 .18 16.7 12-12 12-12 12-23 Snap-On 2.14 Microsoft .83
30 Sonoco Products .52 Rush Enterprises A .18
Toronto-Dominion Bank-TD (NYSE) 5.7 Q .748156 .741522 0.9 1-10 1-10 1-31 Target 1.12
(Index of yields of 20 general obligation municipal bonds.) Rush Enterprises B .18
25 Trinity Industries-TRN (NYSE) 3.0 Q .30 .28 7.1 1-15 1-15 1-31 Thomson Reuters .54 T-Mobile US .88
3.98 4.03 3.41 TXNM Energy-TXNM (NYSE) 3.1 Q .4075 .3875 5.2 1-31 1-31 2-14 Wednesday (December 11) Walgreens Boots Alliance .25
20 Bond Buyer Municipal Bond Index Upbound Group-UPBD (Nasdaq) 4.4 Q .39 .37 5.4 12-18 12-18 1-07 ACCO Brands .075 Friday (December 13)
Utz Brands-UTZ (NYSE) 1.4 Q .061 .059 3.4 12-16 12-16 1-02 Amcor .127
(Index of 40 actively-traded tax-exempt bonds; component Century Communities .26 AMERISAFE .37
15 WEC Energy Group-WEC (NYSE) 3.4 Q .8925 .835 6.9 2-14 2-14 3-01 Crane .205 AMERISAFE 3.00
issues are changed regularly to keep the index a current Crane NXT .16
picture of the market. Source: The Bond Buyer Whitestone REIT-WSR (NYSE) 3.4 M .045 .04125 9.1 1-02 1-02 1-14 Cass Info Systems .31
10 Essent Group .28

Flex LNG .75 Cintas .39
4.18 4.26 4.67
Dividend Payment Reductions Fortune Brands Innovation .24 CNB Financial PA .18
5 Stock/Bond Yield Gap-s Honda Motor ADR .662 CRA International .49
Nu Skin Enterprises Cl A .06 CSX .12
Barron's Gold Mining Index (977.44) Regional Management .30
0 (Difference between yield on highest-grade corporate bonds Eastern Co .11
Adjusted % Record Ex-Div Payment S & P Global .91
and yield on stocks on the DJIA.) eBay .27
Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date Thursday (December 12) Ferrovial .494
-5 -3.17 -3.28 -1.72 Archer Daniels Midland .50 H & E Equipment Services .275
Hafnia-HAFN (NYSE) 28.6 Q .379 .4049 -6.4 % 12-06 12-06 12-17 Banco Bradesco Ord ADR .003 Interactive Brokers .25
-10 Yield on DJ Equal Weight US Corp Bond Idx: CenterPoint Energy .21 Interface .01
Nordic American Tankers-NAT (NYSE) 15.0 Q .04 .12 -66.7 % 12-17 12-17 1-16 Dynagas LNG Partners .049
Corp Bonds, (y) 5.13 5.23 5.51 Energizer Holdings .30 NetEase ADR .435
J F M A M J J A S O N Sabine Royalty Tr UBI-SBR (NYSE) 9.7 M .31117 .51435 -39.5 % 12-16 12-16 12-30 Newell Brands .07
Haverty Furniture .32
Haverty Furniture A .30 Pactiv Evergreen .10
v-Week ended Thursday. y-Yield to maturity, week ended
Thursday. z-Source: LSEG.*Barclays T-Bond Index discontin- Stock Splits/Dividends Special Dividends Home Depot
Kronos Worldwide
2.25
.05
Peoples Bancorp of NC
Peoples Fincl Svcs
.19
.618
ued by firm. Nomura Holdings ADR .153

Perdoceo Education .13
Record Ex-Div Pay Record Ex-Div Pay Organon .28
Company Name-Ticker Symbol (Exchange) Amount Date Date Date Company Name-Ticker Symbol (Exchange) Amount Date Date Date PPG Industries .68 Safety Insurance Group .90
Primerica .90 Saga Communications Cl A .25
Commerce Bancshares-CBSH (Nasdaq) 5% 12-03 12-03 12-18 Amer Coastal Insurance-ACIC (NCM ) 0.50 1-02 1-02 1-10 Prudential Financial 1.30 StepStone Group .24
Federal Reserve Data Bank Week’s Ex- Saturday (December 14)
NONE
Tractor Supply-TSCO (Nasdaq) 5-for-1 12-16 12-20 12-19 BRF ADR-BRFS (NYSE)
Red Violet-RDVT (NCM )
0.02 12-18 12-18
0.30 1-31 1-31
1-09
2-14
ResMed
RTX
Vishay Intertechnology
.53
.63
.10
Tetra Tech
U.S. Lime & Minerals
.058
.05
Taiwan Semiconductor .487 Vontier .025 United Fire Group .16
One week ended Dec 4:
Prev. Year
Dividend Sunday (December 15)
NONE Week’s Ex- Friday (December 13)
Sonic Automotive Cl A
Stellar Bancorp
.35
.14
Banc of California
Brookfield
.10
.08
Westlake
Friday (December 13)
.525 Viatris .12
Member Bank Albemarle .405 Teck Resources Cl B .089 Saturday (December 14)
Reserve Chgs. (Mil. $)
Week
Change
Ago
Change Dates Monday (December 16)
Enterprise Finl Services .28 Dividend Avient
Baytex Energy
.27
.016
Textron
Thermo Fisher Scientific
.02
.39
Brookfield Wealth Solns .08
Chesapeake Utilities
DT Midstream
.64
.735
Ardmore Shipping
Avista .475
.18 NONE
Epsilon Energy .062 Bank of Hawaii .70 Sunday (December 15)
U.S. Gov't securities:
Bought outright 6,571,224 -10,753 -691,606
common stocks.
ESSA Bancorp
Global Water Resources .025
.15
Dates BrightSphere Invt Group
Broadridge Finl Solutions .88
Cadence Bank
.01
.25
Travel + Leisure
Veren
Vestis
.50
.082
.035
Eagle Materials
Endeavor Group Holdings .06
.25 Bread Financial
Brunswick
Cabot Corp
.21
.42
.43
MGE Energy
Monarch Casino & Resort
.45
.30
Hamilton Lane Cl A .49 Entravision Comms .05
NASDAQ This list includes payouts on Camping World Cl A .125 Walmart .207 Cool .15 Premier Inc. .21
Federal agency secur: Interparfums .75 Fed Agric Mtg Cl A 1.40
common stocks. Cenovus Energy .129 Wesco International .412 Fed Agric Mtg Cl C 1.40 Copa Holdings Cl A 1.61 Trustmark .23
Tuesday (December 10) James River Group Hldgs .01 Corning .28
Bought outright 2,347 .... .... Paramount Global Cl A .05 Chubb .91 Williams Cos .475 Intercontinental Exchange .45 Virtu Financial .24
Auburn National Bancorp .27 NYSE Civitas Resources .50 Worthington Steel .16 Cullen/Frost Bankers .95
Pathward Financial .05 Paramount Global Cl B .05 Leidos Holdings .40 Dow .70
Reserve bank credit: Phillips Edison .102 Tuesday (December 10) Comerica .71 Wyndham Hotels .38 Equifax .39
Penns Woods Bancorp .32 Merck .81
Primary Credit
Secondary Credit
2,645
....
+188
....
+535
....
Ross Stores
Texas Roadhouse
.368
.61
Red Rock Resorts Cl A
Stock Yards Bancorp
.25
.31 Cemex ADR
Clear Secure
.021
.125
Community Finl System
COPEL ADR
COPEL ADR
.46
.144
.131
Saturday (December 14)
NONE
NewMarket
Pembina Pipeline
2.50
.49
Evercore Cl A
Everest Group
First BnCp Puerto Rico
.80
2.00
.16
Week’s
Seasonal Credit
Float
38
-596
-6
-138
+21
-295
UMB Financial
XP
.40
.65
CNO Financial Group
Glacier Bancorp
.16
.33
Devon Energy
Dick's Sporting Goods
.22
1.10
Sunday (December 15)
Stewart Info Svcs
Telephone & Data Sys
.50
.04
Flowers Foods
Hamilton Beach Brands
.24
.115 Dividend
Other F.R. Assets
Total Fed Credit #
30,637
6,860,112
-327
-13,686
-2,849
-837,177
Lam Research .23
Week’s Ex- Harley-Davidson
Insperity
.172
.60
Dillard's
Domino's Pizza
25.00
1.51
NONE
Monday (December 16)
Tsakos Energy Navigation .90
UGI .375
United Community Banks .24
Huntington Ingalls Inds 1.35
Hyster-Yale
Insteel Industries
.35
.03 Payment
Occidental Petroleum .22 EnerSys .24 Insteel Industries 1.00
Gold stock
SDR Certif. Accounts
11,041
10,200
....
.... +5,000
.... Thursday (December 12) Dividend PPL Corp
Public Svc Enterprise
.257
.60
First Horizon
Garmin
.15
.75
American Intl Group .40 Vitesse Energy .525 KeyCorp
Kinsale Capital Group
.205
.15
common stocks.
BayCom .15 LCI Industries 1.15
Treas. Curr. Outst.
Total
53,047
6,952,416
+14
-13,352
+680
-831,631
Jack in the Box
NAPCO Security Techs
.44
.125 Dates Travelers
VF Corp
1.05
.09
GATX
Global Payments
.58
.25 Top 5 Insider Purchases by Moody's
National Bank Holdings
.85
.29
NYSE American
Graphic Packaging .10 Olin Corp .20 Monday (December 9)
Currency in circ
Treas. Cash Hldgs
2,363,704
351
+4,560
-2
+32,437
-46
Friday (December 13)
Automatic Data 1.54
common stocks.
Ameren Corp .67
Gray Television
Gray Television Cl A
.08
.08
Company in 2024 PermRock Royalty Trust .03
PHINIA .25 NONE
Treas. Fed Deposits 789,516 +14,266 +107,007 C & F Financial .44 Diana Shipping .01 Hanover Insurance Grp .90 Number of Number of Avg. Piper Sandler .65 Tuesday (December 10)
NYSE American Robert Half .53
Foreign Fed Deposits 9,904 +217 -517 Community Trust Bancorp .47 Dole .08 HCA Healthcare .66 Company Sym Insiders Shares $ Value Price CompX IntlA .30
Huntsman .25 Scorpio Tankers .40
Other Fed Deposits 150,548 -19,879 -9,362 Financial Institutions .30 Tuesday (December 10) Frontline .34 Shutterstock .30 Park National 1.06
First Fincl Bankshares .18 NONE Guess? .30 Installed Bldg Products .35 Townebank TOWN 115 66,143 1,866,384 $28.22 Stepan Co .385 Park National .50
Other FR liab/cap -161,266 -4,078 -87,642 International Seaways .12 Tronox Holdings .125
Gilead Sciences .77 HP .289 Ul Solutions ULS 22 590,669 16,538,732 $28.00 Wednesday (December 11)
Total factors 3,727,340 -10,754 -543,333 Hawthorn Bancshares .19 Wednesday (December 11) KBR Inc .15 Tyson Foods Cl A .49
Kohl's .50 Compass Diversified CODI 19 219,168 4,838,776 $22.08 Tyson Foods Cl A .50 NONE
Reserves F.R. banks 3,225,075 -2,599 -288,299 Marten Transport .06 NONE Leggett & Platt .05
Lear Corp .77 Macy's .174 Community Trust Bancorp CTBI 15 40,443 1,925,474 $47.61 Universal Insurance .16
Fgn hold U.S. debt 3,317,188 -494 -68,848 NorthWestern Energy .65 New Jersey Resources .45 Universal Insurance .13 Thursday (December 12)
QCR Holdings .06 Thursday (December 12) Motorola Solutions 1.09 Bkv BKV 13 122,950 2,213,100 $18.00
Spire .785 Watts Water Tech .43 B2Gold .04
Seacoast Banking of FL .18 NONE Orion .021 WK Kellogg .16
Seagate Technology .72 TELUS Corp. .286 Ovintiv .30 Yum! Brands .67
Reserve Aggr (Mil. $) Latest Prev. Month % Year Top 5 Insider Sales by Company in 2024 Friday (December 13)
Silvercrest Asset Mgmt A .20 Friday (December 13) Petroleo Brasileiro ADR .534
Month Ended Oct: Month Month Chg. Ago Thursday (December 12) Saturday (December 14) Bar Harbor Bankshares .30
Simmons First Natl Cl A .21 Evolution Petroleum .12 Petroleo Brasileiro ADR A .528 Datadog DDOG 61 3,462,789 436,493,148 $126.05 Silvercorp Metals .013
Steven Madden .21 ADT .055 Prosperity Bancshares .58 NONE
Total Reserves: 3,211,700 3,236,800 -0.78 3,276,500 Coinbase Global COIN 60 1,594,001 350,196,974 $219.70
T. Rowe Price Group 1.24 Saturday (December 14) Air Lease .22 Range Resources .08 Saturday (December 14)
NonborrowedRes 3,142,800 3,141,100 0.05 3,104,600 Sunday (December 15)
United Bankshares WV .37 NONE Belden .05 RenaissanceRe Hldgs .39 Doordash DASH 56 3,577,607 469,041,762 $131.10 NONE
BorrowedReserves 68,900 95,735 -28.03 171,891 BW LPG .42 Ashland .405
Unity Bancorp .13 Schneider National .095 Salesforce CRM 53 1,434,828 405,448,138 $287.97 FNB Corp .12
Monetary Base 5,567,200 5,588,400 -0.38 5,601,300 Valley National Bancorp .11 Sun. (Dec. 15)-Mon. (Dec. 16) International Seaways 1.08 Service Corp Intl .30 Sunday (December 15)
Houlihan Lokey Cl A .57
Verisk Analytics .39 NONE Mercury General .317 SFL .27 Atlassian TEAM 46 1,092,404 211,366,428 $193.49 Whirlpool 1.75 NONE
EurekaAcqnA Netflix Trimble EternaTherap ShuttlePharm CarriageSvcs Pearson ArdmoreShipping
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Abivax
Abpro
ACM Research
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LaunchTwoAcqnA
TNL Mediagene
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Energizer
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SiriusPoint
SolarisEnergy
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Barron’s 50-Stock Average
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AllianceEnt CtznCmntyBcp Macom Tech SoFiTech Charles&Colvard Precigen BiglariB LatamAirlines
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Amazon.com Datadog Mannatech Stagwell Co-Diagnostics ProPhaseLabs Bowhead Marcus S&P 500 Index 6075.11 5998.74 4708.81 29.02
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AmerCoastalIns DiamedicaTherap Maris-Tech Strattec CompassPath PsyenceBiomed BreadFinancial MitsubishiUFJ Projected quarterly earn 129.79 127.34 154.61 –16.05
AmerPubEduc DocuSign Marriott SwiftmergeAcqn CreativeGlblTech PyxisTankers BroadridgeFinl MizuhoFin
AmOutdoorBrands DonegalGroup A MarvellTech T.RowePrice CreativeMedTech Qorvo Brookfield NatlPrestoInds Annualized projected earn 519.17 509.35 618.43 –16.05
Apple DonegalGroup B Materialise TakeTwoSoftware CrownElectrokin RaniTherap BrookWealth NatWest Annualized projected P/E 28.85 29.76 19.79 45.80
AppliedDigital DT CloudStar Meridian TalenEnergy Currenc RaptTherap Buckle NexPointRealEst
RealMessenger Five-year average earn 518.30 517.31 519.9 –0.30
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AppLovin DXP Ents MetaPlatforms Tech&TelecomA DirectDigital REGENXBIO CBL&Assoc Openlane Five-year average P/E 28.90 29.31 23.54 22.78
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argenx Electro-Sensors MiMedx Telesat EDAP TMS RekorSystems CRH Olo
ArqitQuantum Embecta MingShing Tesla EdesaBiotech RelayTherap C3.ai OnHolding Year-end P/E 23.87 24.16 17.95 33.01
AscentIndustries EnergySvsofAmerica Mobilicom The9 EditasMedicine RelmadaTherap CAE Ooma Year-end earns yield, % 4.19 4.14 5.6 –24.84
AsteraLabs EntradaTherap MonarchCasino ThunderBridgeIV A ElevaiLabs RevelationBio Cameco Oppenheimer A Best grade bond yields, % 4.74 4.83 3.7 28.37
Atlanticus ESH Acqn A Morningstar TowerSemi ElongPower RothCHAcqnV CIBC PHX Minerals
Atlassian Eshallgo Natera TowneBank EnantaPharma SanaBiotech Cango PSQ Bond yields/stock ylds, % 1.13 1.17 0.66 70.77
AuroraInnov EsperionTherap NatlCineMedia TradeDesk Energous Schmid CardinalHealth PampaEnergia Actual year-end divs 264.61 261.75 252.88 4.64
AvePoint EsquireFinancial NCS Multistage Tradeweb EnvericBiosci SharpLink Carnival PaycomSoftware
Actual yr-end divs yld, % 1.77 1.73 2.07 –14.53
AxonEnterprise EtonPharm NebiusA Travelzoo enVVenoMed SharpsTech Carnival Paymentus
O T H E R VO I C E S
Rate cuts should be off the table, and not just for
the next meeting. A return to ultralow interest
rates would put the economy on a risky course.
promised to cut spending and regula- rates might seem appealing, but the
tions. But where is the constituency for artificially cheap money they create is
fiscal restraint? Everyone in Washing- a harmful and addictive drug that
ton wants to cut waste, as long as it’s inflates asset bubbles, driving stocks,
the other fellow’s. Incumbent indus- bonds, and real estate to dizzying
tries find that regulation isn’t so bad heights. Financial instability follows.
when it serves to wall out competition. Superlow rates function like Robin
We can expect pressure for higher Hood in reverse. They take from retir-
defense spending. Meanwhile, federal ees and frugal working people who
budgets assume that the vast majority can’t get a decent, risk-free return on
of the nation’s $1.6 trillion in student their savings and give to the rich, who
loans will be repaid. That, of course, is own most of the appreciating assets.
a pipe dream. But if large sums are Would-be home buyers might be clam-
forgiven or go unpaid, that will only oring for rate cuts, but low mortgage
boost deficits and inflation. rates don’t make homes cheaper when
Other forces will add momentum to we can’t (or won’t) increase supply.
the inflationary impetus of federal Cheap money promotes unhealthy
spending. For one, the boom years in consolidation in the business world,
global trade are over. China became sustains staid corporate incumbents at
the world’s workshop in good part the expense of innovative newcomers,
because of government policy but also and promotes the financialization of
because its low-cost workforce led to the economy.
lower prices virtually everywhere. But In short, bankers and private-eq-

China is changing. Wages there are no uity firms love cheap money. The rest
longer so cheap, and the workforce is of us get very little out of it.
shrinking as old age takes its toll. And yet the Fed’s every instinct is to
The Era of Low

Trump is putting protectionist tar- return to low interest rates. Its decade-
iffs back on the table, and a surprising long adherence to low rates and quan-
variety of people no longer find that titative easing wasn’t based on empiri-
beyond the pale. Americans finally are cal evidence. Rather it was based on
Interest Rates Is Over.

waking up to the realization that with- theoretical models and untested aca-
out an industrial base, our country demic dogma. Unfortunately, the Fed
won’t create enough high-quality jobs, is still dismissive of real-world evi-
let alone defend itself. So expect dence that ultralow real rates are asso-
Good Riddance.
higher prices, not just for imports but ciated with anemic growth.
for their domestic substitutes. In 2011, I co-authored the first peer-
It’s true that in all likelihood we reviewed empirical study on the impact
would continue piling up debt under of ultralow rates on long-term growth.
any president, and so the best we can At the time, the prevailing view among
do is vest our hopes in the Fed. Mone- economists and the Fed was that a zero
F
tary policy can’t do everything, but it or near-zero short-term interest rate
or Federal Reserve BY JOHN November. Rate cuts should be off the can certainly help avoid the kind of stimulated the economy. The lower the
watchers, the question MICHAELSON table, and not just for the next meet- mistakes that make matters worse. rate, the better. Our study showed that,
is when, not if, the The writer is chief ing. A return to the era of ultralow That’s why it’s imperative that the far from stimulating growth, ultralow
central bank will lower investment officer interest rates would put the economy Fed abandon its plans for more inter- rates materially retarded expansion.
rates again. Another of Michaelson Cap- back on a risky course. est-rate cuts and hold the line where And the lower that interest rates fell
cut may come in De- ital Partners. Why is inflation, which was sup- we are. The alternative is not only below the historic real norm of 3%, the
cember, but Fed Chair posedly brought under control under further inflation, but all the other worse the impact.
Jerome Powell has said he’s still think- President Biden, a continuing threat? underappreciated ills that accom- Already, there are signs that infla-
tion is far from slain. In September
Illustration by Alexander Glandien

ing it through. “The economy is not Let me count the ways. pany artificially low rates. Not least
sending any signals that we need to be First, even if Calvin Coolidge him- of these would be the continued the Fed’s favorite inflation measure—
in a hurry to lower rates,” he said re- self, that parsimonious avatar of small transfer of wealth to the top 1% as the core personal consumption expen-
cently. government, had won the recent elec- cheap money inflates the assets of ditures price index, which sets aside
Powell is certainly right that there’s tion, there would be no basis for be- the richest. volatile energy and food prices—had
no hurry. The Fed still faces a pro- lieving that Washington will effec- If the Fed has the sense to stop its its biggest monthly gain since April.
tracted battle against higher prices. tively constrain borrowing and rate-cutting, it could do even more October’s reading was higher still.
The voters in both parties effectively spending during the next four years. than combat a possible resurgence of If the Fed continues cutting rates,
cast their ballots for more inflation in Yes, President-elect Donald Trump inflation. Excessively low interest you can expect more of the same. B
MAILBAG
Blindly Rolling Into Market
A Roth IRA? Insights.
To the Editor:
In the
Buffett and Munger
In articles like Karen Hube’s “How
Trump’s Tax Cuts and Tariffs Will Affect
Your Wallet” (Guide to Wealth, Nov. 29), To the Editor:
Palm
of Your
I’m always amazed at the unconditional Regarding “How Warren Buffett Will Give
Roth IRA rollover recommendations. Away $150 Billion. Will His Kids Be Able
When authors talk about the potential for to Finish the Job?” (Nov. 17): I don’t see the
tax increases, they never consider that $150 billion ever being given away com-
Roth distributions may be taxed in the
future, particularly for high-income indi-
viduals. As a debt-heavy government
pletely. Buffett has managed to avoid es-
tate taxes and create dynastic wealth. But
the constant selling pressure from the
Hand.
looks for revenue and for wealthy individ- foundation will be hard to overcome, as
uals to “pay their fair share,” it seems rea- will the law of large numbers. Buffett and Download the
sonably likely that Roth distributions will Charlie Munger are the secret sauce, and
become a target. when they’re gone, institutional medioc-
Barron’s app
Roth rollovers may even become vili- rity will be the likely outcome. for investment
fied as a mechanism for the rich to avoid David Levine
paying taxes. Thinking through the re- On Barrons.com analysis, real
tirement math for current high earners,
they will pay tax on the rollover at the time stock
highest marginal rate. If the traditional Off to the Races picks, and
IRA distribution is the retirees’ source

of income in a given year, they will pay To the Editor: breaking
much lower rates on much of that distri- Enzo Ferrari had a special appreciation
bution. Instead of blindly rolling into a for Veblen economics (“Ferrari’s $4 Mil- business
Roth, people may want to consider the
advice of Robert Kiyosaki: “Don’t pay
lion Car Will Supercharge the Stock.
The Auto Maker Is Leading the Luxury
news.
taxes until you have to.” Pack,” Barron’s Stock Pick, Nov. 27).
Jason Kelly Generating exclusivity comes before
Fort Lauderdale, Fla. anything else. Manufacture (far) less
than demand calls for, ensure that those
products get in the hands of a few
Geopolitical Wild Card friends or celebrities, and, above all,
succeed at racing. Then the money will
To the Editor: take care of itself.
Regarding “What the Trump Tax Cuts Kenneth Chick
Mean for the Deficit and Your Bond Port- On Barron.com
folio,” Guide to Wealth, Nov. 29): What
will affect the markets even more than
tax cuts is geopolitical events. Send letters to [email protected].
The second go-round for President- To be considered for publication,
elect Donald Trump starts in a much correspondence must bear the writer’s Download the App.
more complicated and nuanced situa- name, address, and phone number.
tion. But the U.S. protecting trade has Letters are subject to editing.
barrons.com/barronsapp
been a staple since 1798, and abandon-
ing Ukraine and Taiwan isn’t going to
protect trade. The Barron’s Daily is our morning briefing © 2024 Dow Jones & Co.,Inc. All rights reserved. 6DJ0139
Gary Cohen for what you need to know for the day.
On Barrons.com Sign up at barrons.com/newsletters.
M W L C 10 11 12 H G R P 4 8 3 F 2 D 6 7 9 0 A I
The most
brilliant
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think
generations
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RETIREMENT QUARTERLY: HOW TO BEAT INFLATION • PAGE 16

VOL. CIV NO. 50 DECEMBER 9, 2024 $5.00

The Bull Case for Investing Abroad

Stop Procrastinating Tech Trader: There’s

By DEBBIE CARLSON By ADAM LEVINE

A Little Bitcoin for Trader: What Could

Retirement plans have long been a way for Americans

Produced by EI Studios for Nuveen

Core Scientific . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 DEPUTY EDITORS Alex Eule, Ben Levisohn Sherwin-Williams . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Connect with the

12PM ET for insights on investing

and finance. Our journalists and

special guests make sense of

the news and trends, and deliver

actionable ideas. Listen live or on

UP & DOWN WALL STREET

Coming. Will Anything

Ever Be the Same?

to go from digital assets having no slash government spending is named

Up & Down Wall Street (continued)

Trump’s prospective cabinet—Tulsi Gab- world. “The anticipation of a more crypto-

Achieve confidence in retirement.

#1 Variable Annuities with Principal Protection1

• A principal guarantee option2

Call the New York Life Annuities Sales Desk at

The most influential people in markets. From Wall Street

Intel, Boeing, and of over $275 billion to a recent $105

R E VIEW & PREV IEW 44,642.52 656.85

LAST WEEK TH IS WEEK

Markets: South Korea underwent six Monday 12/9

Illustration by Elias Stein

Gap Is Back in Fashion. It’s

BY TERESA RIVAS Funds portfolio manager Josh Wein,

MicroStrategy’s Hot Stock

mined. Saylor believes that Bitcoin is to accrete them.”

Illustration by Barron’s; Dreamstime (2)

How Retirees Can Beat It.

Illustration by Anuj Shrestha

Inﬂation Busters Alternatives away from it altogether. “Gold doesn’t

7 Seniors on Why They Won’t

Retire. It isn’t About Money.

SPECIAL ADVERTISING FEATURE

Making Giving Easier

nation and dissolve it, helping to maximize the

Barron’s Custom Content is a unit of the Barron’s advertising department.

Illustrations byn Anuj Shrestha

What if You Die Without a

Will? Probate Decides estate or bank or investment accounts

Where Your Money Goes.

Little Bitcoin the summer, Trump called for a “stra-

Is Ok. Don’t nal cases and other proceedings. A

Two Barron’s Investigations

That Are Having an Impact

A-CAP Must Halt New Policies

egulators in Utah have moved of a Barron’s investigation this sum-

It’s Time to Look

Illustration by Álvaro Bernis

Photograph by Jillian Edelstein

Photograph by Laurel Golio

Photograph by Robert Ormerod